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

TCI 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 Q2	–	Sell	-600	Closed	-$14.6K	–	1868
2023 Q1	$14.6K	Sell	600 -3,000	-83%	-$72.6K	﹤0.01%	863
2022 Q4	$86.8K	Buy	3,600 +3,000	+500%	+$72.3K	0.01%	291
2022 Q3	$14K	Hold	600	–	–	﹤0.01%	843
2022 Q2	$15K	Hold	600	–	–	﹤0.01%	776
2022 Q1	$15K	Hold	600	–	–	﹤0.01%	846
2021 Q4	$15K	Hold	600	–	–	﹤0.01%	883
2021 Q3	$15K	Sell	600 -100	-14%	-$2.56K	﹤0.01%	834
2021 Q2	$18K	Sell	700 -800	-53%	-$20.5K	﹤0.01%	653
2021 Q1	$38K	Hold	1,500	–	–	0.02%	421
2020 Q4	$39K	Buy	1,500 +1,300	+650%	+$33.4K	0.02%	375
2020 Q3	$5K	Buy	+200	New	+$5.16K	﹤0.01%	787
2018 Q1	–	Sell	-1,700	Closed	-$43K	–	1423
2017 Q4	$43K	Buy	+1,700	New	+$42.7K	0.02%	369

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

TCI Wealth Advisors's SCHO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2023, closing a stake of 600 shares — an estimated $14.6K sold.

TCI Wealth Advisors first reported a position in SCHO in Q4 2017 and held it in 12 quarters. The position peaked at $86.8K in Q4 2022. 581 funds tracked by Wall St. Rank hold SCHO as of Q2 2023.

TCI Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 600 Schwab Short-Term US Treasury ETF shares in Q2 2023, an estimated $14.6K.
TCI Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and held it in 12 quarters.
TCI Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $86.8K in Q4 2022.
581 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.