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TAP Consulting’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

TAP Consulting’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
2022
Q1 		– Sell
-562
Closed -$14K – 460
2021
Q4 		$14K Buy
+562
New +$14.3K ﹤0.01% 390

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Charles Schwab
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

TAP Consulting's SCHO Position: Q1 2022 in Review

TAP Consulting sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2022, closing a stake of 562 shares — an estimated $14K sold.

TAP Consulting first reported a position in SCHO in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 496 funds tracked by Wall St. Rank hold SCHO as of Q1 2022.

  • TAP Consulting reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • TAP Consulting sold 562 Schwab Short-Term US Treasury ETF shares in Q1 2022, an estimated $14K.
  • TAP Consulting first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 1 quarter.
  • TAP Consulting's Schwab Short-Term US Treasury ETF position peaked at $14K in Q4 2021.
  • 496 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.