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Summit Financial Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Summit Financial Wealth Advisors’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12,030
Closed -$306K – 146
2021
Q4 		$306K Buy
12,030
+40
+0.3% +$1.02K 0.06% 106
2021
Q3 		$307K Sell
11,990
-22
-0.2% -$564 0.07% 100
2021
Q2 		$308K Buy
12,012
+1,384
+13% +$35.5K 0.07% 99
2021
Q1 		$273K Sell
10,628
-574
-5% -$14.7K 0.07% 90
2020
Q4 		$288K Buy
11,202
+502
+5% +$12.9K 0.08% 85
2020
Q3 		$275K Sell
10,700
-4,910
-31% -$127K 0.07% 97
2020
Q2 		$403K Buy
15,610
+2,296
+17% +$59.3K 0.11% 87
2020
Q1 		$344K Sell
13,314
-3,044
-19% -$77.5K 0.11% 88
2019
Q4 		$415K Buy
16,358
+160
+1% +$4.04K 0.1% 100
2019
Q3 		$409K Buy
16,198
+3,218
+25% +$81.4K 0.1% 108
2019
Q2 		$328K Buy
12,980
+100
+0.8% +$2.51K 0.08% 119
2019
Q1 		$322K Buy
12,880
+374
+3% +$9.34K 0.09% 105
2018
Q4 		$312K Buy
+12,506
New +$310K 0.1% 95

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

Summit Financial Wealth Advisors's SCHO Position: Q1 2022 in Review

Summit Financial Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2022, closing a stake of 12,030 shares — an estimated $306K sold.

Summit Financial Wealth Advisors first reported a position in SCHO in Q4 2018 and held it in 13 quarters. The position peaked at $415K in Q4 2019. 495 funds tracked by Wall St. Rank hold SCHO as of Q1 2022.

  • Summit Financial Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 12,030 Schwab Short-Term US Treasury ETF shares in Q1 2022, an estimated $306K.
  • Summit Financial Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 13 quarters.
  • Summit Financial Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $415K in Q4 2019.
  • 495 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.