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SVB Investment Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

SVB Investment Services’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
2021
Q1 		– Sell
-12,146
Closed -$312K – 50
2020
Q4 		$312K Sell
12,146
-15,854
-57% -$408K 0.24% 32
2020
Q3 		$721K Hold
28,000
– – 0.61% 26
2020
Q2 		$723K Buy
28,000
+12,146
+77% +$314K 0.66% 24
2020
Q1 		$410K Hold
15,854
– – 0.36% 30
2019
Q4 		$400K Buy
+15,854
New +$401K 0.38% 28

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SVB Investment Services's SCHO Position: Q1 2021 in Review

SVB Investment Services sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2021, closing a stake of 12,146 shares — an estimated $312K sold.

SVB Investment Services first reported a position in SCHO in Q4 2019 and held it in 5 quarters. The position peaked at $723K in Q2 2020. 485 funds tracked by Wall St. Rank hold SCHO as of Q1 2021.

  • SVB Investment Services reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • SVB Investment Services sold 12,146 Schwab Short-Term US Treasury ETF shares in Q1 2021, an estimated $312K.
  • SVB Investment Services first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 5 quarters.
  • SVB Investment Services's Schwab Short-Term US Treasury ETF position peaked at $723K in Q2 2020.
  • 485 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2021.

Based on SVB Investment Services's 13F filing for Q1 2021, filed 4 May 2021.