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

Sutton 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
2023 Q3	$43.1K	Hold	1,800	–	–	0.02%	244
2023 Q2	$43.3K	Buy	+1,800	New	+$43.6K	0.02%	242
2018 Q4	–	Sell	-20	Closed	-$496	–	1180
2018 Q3	$496	Buy	20 +8	+67%	+$199	﹤0.01%	1085
2018 Q2	$298	Hold	12	–	–	﹤0.01%	1114
2018 Q1	$299	Hold	12	–	–	﹤0.01%	1109
2017 Q4	$300	Hold	12	–	–	﹤0.01%	1064
2017 Q3	$302	Hold	12	–	–	﹤0.01%	1060
2017 Q2	$303	Hold	12	–	–	﹤0.01%	1064
2017 Q1	$303	Hold	12	–	–	﹤0.01%	1050
2016 Q4	$303	Hold	12	–	–	﹤0.01%	1043
2016 Q3	$305	Hold	12	–	–	﹤0.01%	1034
2016 Q2	$306	Hold	12	–	–	﹤0.01%	1005
2016 Q1	$305	Buy	+12	New	+$304	﹤0.01%	995

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sutton Wealth Advisors's SCHO Position: Q3 2023 in Review

Sutton Wealth Advisors held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q3 2023 at 1,800 shares worth $43.1K. The position accounts for 0.02% of the portfolio, ranked #244.

Sutton Wealth Advisors first reported a position in SCHO in Q1 2016 and has held it in 13 quarters since. The position peaked at $43.3K in Q2 2023. 574 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

Sutton Wealth Advisors held 1,800 shares of Schwab Short-Term US Treasury ETF worth $43.1K as of Q3 2023.
Sutton Wealth Advisors left its Schwab Short-Term US Treasury ETF share count unchanged in Q3 2023.
Schwab Short-Term US Treasury ETF made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #244 holding.
Sutton Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2016 and has held it in 13 quarters since.
Sutton Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $43.3K in Q2 2023.
574 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.