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Ulrich Consultants & Investment Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Ulrich Consultants & Investment Group’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
Q3 		– Sell
-653,800
Closed -$16.1M – 63
2022
Q2 		$16.1M Buy
+653,800
New +$16.1M 8.81% 1

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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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Ulrich Consultants & Investment Group's SCHO Position: Q3 2022 in Review

Ulrich Consultants & Investment Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2022, closing a stake of 653,800 shares — an estimated $16.1M sold.

Ulrich Consultants & Investment Group first reported a position in SCHO in Q2 2022 and held it in 1 quarter. The position peaked at $16.1M in Q2 2022. 527 funds tracked by Wall St. Rank hold SCHO as of Q3 2022.

  • Ulrich Consultants & Investment Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 653,800 Schwab Short-Term US Treasury ETF shares in Q3 2022, an estimated $16.1M.
  • Ulrich Consultants & Investment Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and held it in 1 quarter.
  • Ulrich Consultants & Investment Group's Schwab Short-Term US Treasury ETF position peaked at $16.1M in Q2 2022.
  • 527 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q3 2022, filed 8 Nov 2022.