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SYM Financial Corp’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

SYM Financial Corp’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
-14,258
Closed -$366K – 90
2020
Q4 		$366K Sell
14,258
-28,500
-67% -$733K 0.27% 17
2020
Q3 		$1.1M Hold
42,758
– – 0.82% 9
2020
Q2 		$1.1M Hold
42,758
– – 0.89% 8
2020
Q1 		$1.11M Buy
+42,758
New +$1.09M 1.11% 10

Other funds holding SCHO

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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

SYM Financial Corp's SCHO Position: Q1 2021 in Review

SYM Financial Corp sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2021, closing a stake of 14,258 shares — an estimated $366K sold.

SYM Financial Corp first reported a position in SCHO in Q1 2020 and held it in 4 quarters. The position peaked at $1.11M in Q1 2020. 485 funds tracked by Wall St. Rank hold SCHO as of Q1 2021.

  • SYM Financial Corp reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • SYM Financial Corp sold 14,258 Schwab Short-Term US Treasury ETF shares in Q1 2021, an estimated $366K.
  • SYM Financial Corp first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 4 quarters.
  • SYM Financial Corp's Schwab Short-Term US Treasury ETF position peaked at $1.11M in Q1 2020.
  • 485 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2021.

Based on SYM Financial Corp's 13F filing for Q1 2021, filed 19 Apr 2021.