Wealth Management Resources’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Wealth Management Resources’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 Q2	–	Sell	-12,574	Closed	-$307K	–	46
2023 Q1	$307K	Buy	+12,574	New	+$304K	0.19%	41
2022 Q2	–	Sell	-161,624	Closed	-$4M	–	45
2022 Q1	$4M	Buy	161,624 +4,972	+3%	+$125K	2.77%	14
2021 Q4	$3.98M	Buy	+156,652	New	+$3.99M	2.56%	16

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealth Management Resources's SCHO Position: Q2 2023 in Review

Wealth Management Resources sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2023, closing a stake of 12,574 shares — an estimated $307K sold.

Wealth Management Resources first reported a position in SCHO in Q4 2021 and held it in 3 quarters. The position peaked at $4M in Q1 2022. 581 funds tracked by Wall St. Rank hold SCHO as of Q2 2023.

Wealth Management Resources reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2023 after selling out during the quarter.
Wealth Management Resources sold 12,574 Schwab Short-Term US Treasury ETF shares in Q2 2023, an estimated $307K.
Wealth Management Resources first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 3 quarters.
Wealth Management Resources's Schwab Short-Term US Treasury ETF position peaked at $4M in Q1 2022.
581 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2023.

Based on Wealth Management Resources's 13F filing for Q2 2023, filed 12 Jul 2023.