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Wellesley Investment Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Wellesley Investment Partners’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
2020
Q3 		$1.84M Buy
71,418
+23,290
+48% +$600K 0.63% 17
2020
Q2 		$1.24M Buy
48,128
+22,326
+87% +$577K 0.44% 21
2020
Q1 		$667K Buy
25,802
+3,432
+15% +$87.4K 0.27% 47
2019
Q4 		$564K Buy
+22,370
New +$565K 0.17% 67

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 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
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
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wellesley Investment Partners's SCHO Position: Q3 2020 in Review

Wellesley Investment Partners increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 48% in Q3 2020, buying an estimated $600K and bringing the position to 71,418 shares worth $1.84M. The position accounts for 0.63% of the portfolio, ranked #17.

Wellesley Investment Partners first reported a position in SCHO in Q4 2019 and has held it in 4 quarters since. 464 funds tracked by Wall St. Rank hold SCHO as of Q3 2020.

  • Wellesley Investment Partners held 71,418 shares of Schwab Short-Term US Treasury ETF worth $1.84M as of Q3 2020.
  • Wellesley Investment Partners bought 23,290 Schwab Short-Term US Treasury ETF shares in Q3 2020, an estimated $600K.
  • Schwab Short-Term US Treasury ETF made up 0.63% of Wellesley Investment Partners's portfolio in Q3 2020, its #17 holding.
  • Wellesley Investment Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 4 quarters since.
  • 464 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.