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

Summit Wealth Group’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
2023
Q2 		– Sell
-169,204
Closed -$2K – 224
2023
Q1 		$2K Buy
+169,204
New +$4.1M 0.05% 101

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Wealth Group's SCHO Position: Q2 2023 in Review

Summit Wealth Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2023, closing a stake of 169,204 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in SCHO in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 581 funds tracked by Wall St. Rank hold SCHO as of Q2 2023.

  • Summit Wealth Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 169,204 Schwab Short-Term US Treasury ETF shares in Q2 2023, an estimated $2K.
  • Summit Wealth Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's Schwab Short-Term US Treasury ETF position peaked at $2K in Q1 2023.
  • 581 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.