SVA Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

SVA Wealth Management’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
2020 Q4	–	Sell	-9,390	Closed	-$242K	–	233
2020 Q3	$242K	Sell	9,390 -13,618	-59%	-$351K	0.02%	188
2020 Q2	$594K	Sell	23,008 -48,416	-68%	-$1.25M	0.06%	138
2020 Q1	$1.85M	Sell	71,424 -1,024	-1%	-$26.1K	0.21%	82
2019 Q4	$1.83M	Sell	72,448 -174	-0.2%	-$4.4K	0.17%	101
2019 Q3	$1.84M	Sell	72,622 -5,486	-7%	-$139K	0.18%	95
2019 Q2	$1.98M	Buy	78,108 +9,510	+14%	+$239K	0.19%	94
2019 Q1	$1.72M	Buy	68,598 +2,544	+4%	+$63.5K	0.17%	98
2018 Q4	$1.65M	Buy	66,054 +11,522	+21%	+$286K	0.19%	95
2018 Q3	$1.35M	Buy	54,532 +2,482	+5%	+$61.6K	0.14%	106
2018 Q2	$1.29M	Buy	+52,050	New	+$1.29M	0.14%	110
2017 Q1	–	Sell	-8,000	Closed	-$202K	–	201
2016 Q4	$202K	Buy	+8,000	New	+$202K	0.03%	192

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SVA Wealth Management's SCHO Position: Q4 2020 in Review

SVA Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2020, closing a stake of 9,390 shares — an estimated $242K sold.

SVA Wealth Management first reported a position in SCHO in Q4 2016 and held it in 11 quarters. The position peaked at $1.98M in Q2 2019. 500 funds tracked by Wall St. Rank hold SCHO as of Q4 2020.

SVA Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2020 after selling out during the quarter.
SVA Wealth Management sold 9,390 Schwab Short-Term US Treasury ETF shares in Q4 2020, an estimated $242K.
SVA Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2016 and held it in 11 quarters.
SVA Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $1.98M in Q2 2019.
500 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.