West Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

West Financial 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
2022 Q1	–	Sell	-1,634	Closed	-$42K	–	191
2021 Q4	$42K	Buy	+1,634	New	+$41.7K	0.01%	115
2021 Q3	–	Sell	-56	Closed	-$1K	–	153
2021 Q2	$1K	Hold	56	–	–	﹤0.01%	144
2021 Q1	$1K	Hold	56	–	–	﹤0.01%	150
2020 Q4	$1K	Buy	+56	New	+$1.44K	﹤0.01%	148

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

West Financial Advisors's SCHO Position: Q1 2022 in Review

West Financial Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2022, closing a stake of 1,634 shares — an estimated $42K sold.

West Financial Advisors first reported a position in SCHO in Q4 2020 and held it in 4 quarters. The position peaked at $42K in Q4 2021. 496 funds tracked by Wall St. Rank hold SCHO as of Q1 2022.

West Financial Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
West Financial Advisors sold 1,634 Schwab Short-Term US Treasury ETF shares in Q1 2022, an estimated $42K.
West Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 4 quarters.
West Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $42K in Q4 2021.
496 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2022.

Based on West Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.