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

Visionary 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 Q4	–	Sell	-11,498	Closed	-$275K	–	482
2023 Q3	$275K	Sell	11,498 -3,742	-25%	-$89.7K	0.02%	380
2023 Q2	$366K	Sell	15,240 -9,216	-38%	-$223K	0.03%	336
2023 Q1	$597K	Sell	24,456 -1,900	-7%	-$46K	0.05%	256
2022 Q4	$636K	Buy	26,356 +7,000	+36%	+$169K	0.06%	211
2022 Q3	$467K	Buy	19,356 +3,508	+22%	+$85.8K	0.05%	234
2022 Q2	$390K	Buy	15,848 +4,166	+36%	+$103K	0.04%	272
2022 Q1	$289K	Sell	11,682 -9,450	-45%	-$237K	0.02%	331
2021 Q4	$537K	Buy	+21,132	New	+$539K	0.04%	224
2021 Q1	–	Sell	-20,644	Closed	-$530K	–	327
2020 Q4	$530K	Sell	20,644 -11,670	-36%	-$300K	0.06%	181
2020 Q3	$832K	Sell	32,314 -38,438	-54%	-$991K	0.12%	130
2020 Q2	$1.83M	Sell	70,752 -98,552	-58%	-$2.54M	0.28%	90
2020 Q1	$4.38M	Buy	+169,304	New	+$4.31M	0.83%	38

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Visionary Wealth Advisors's SCHO Position: Q4 2023 in Review

Visionary Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2023, closing a stake of 11,498 shares — an estimated $275K sold.

Visionary Wealth Advisors first reported a position in SCHO in Q1 2020 and held it in 12 quarters. The position peaked at $4.38M in Q1 2020. 598 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

Visionary Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
Visionary Wealth Advisors sold 11,498 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $275K.
Visionary Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 12 quarters.
Visionary Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $4.38M in Q1 2020.
598 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on Visionary Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.