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

Ten Capital 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
2021 Q3	–	Sell	-464	Closed	-$12K	–	490
2021 Q2	$12K	Hold	464	–	–	﹤0.01%	301
2021 Q1	$11K	Sell	464 -7,000	-94%	-$180K	﹤0.01%	258
2020 Q4	$192K	Buy	+7,464	New	+$192K	0.05%	125

Other funds holding SCHO

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

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

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ten Capital Wealth Advisors's SCHO Position: Q3 2021 in Review

Ten Capital Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2021, closing a stake of 464 shares — an estimated $12K sold.

Ten Capital Wealth Advisors first reported a position in SCHO in Q4 2020 and held it in 3 quarters. The position peaked at $192K in Q4 2020. 484 funds tracked by Wall St. Rank hold SCHO as of Q3 2021.

Ten Capital Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2021 after selling out during the quarter.
Ten Capital Wealth Advisors sold 464 Schwab Short-Term US Treasury ETF shares in Q3 2021, an estimated $12K.
Ten Capital Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 3 quarters.
Ten Capital Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $192K in Q4 2020.
484 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.