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Tobias Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Tobias Financial 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
Q3 		– Sell
-14,094
Closed -$339K – 97
2023
Q2 		$339K Buy
+14,094
New +$342K 0.09% 70

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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
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tobias Financial Advisors's SCHO Position: Q3 2023 in Review

Tobias Financial Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 14,094 shares — an estimated $339K sold.

Tobias Financial Advisors first reported a position in SCHO in Q2 2023 and held it in 1 quarter. The position peaked at $339K in Q2 2023. 574 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

  • Tobias Financial Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Tobias Financial Advisors sold 14,094 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $339K.
  • Tobias Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Tobias Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $339K in Q2 2023.
  • 574 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on Tobias Financial Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.