TDWM
SCHO icon

Topel & Distasi Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Topel & Distasi Wealth Management’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
Q2 		– Sell
-281,328
Closed -$6.97M – 67
2022
Q1 		$6.97M Buy
281,328
+5,588
+2% +$140K 2.92% 12
2021
Q4 		$7.01M Buy
+275,740
New +$7.03M 2.86% 12

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Franklin Resources
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Topel & Distasi Wealth Management's SCHO Position: Q2 2022 in Review

Topel & Distasi Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2022, closing a stake of 281,328 shares — an estimated $6.97M sold.

Topel & Distasi Wealth Management first reported a position in SCHO in Q4 2021 and held it in 2 quarters. The position peaked at $7.01M in Q4 2021. 526 funds tracked by Wall St. Rank hold SCHO as of Q2 2022.

  • Topel & Distasi Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • Topel & Distasi Wealth Management sold 281,328 Schwab Short-Term US Treasury ETF shares in Q2 2022, an estimated $6.97M.
  • Topel & Distasi Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 2 quarters.
  • Topel & Distasi Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $7.01M in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2022.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.