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West Oak Capital’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

West Oak Capital’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
-416,878
Closed -$10.6M – 375
2021
Q4 		$10.6M Sell
416,878
-15,400
-4% -$393K 3.9% 3
2021
Q3 		$11.1M Buy
432,278
+145,560
+51% +$3.73M 4.29% 3
2021
Q2 		$7.34M Buy
286,718
+100,740
+54% +$2.58M 2.89% 3
2021
Q1 		$4.77M Buy
185,978
+36,950
+25% +$949K 2.04% 4
2020
Q4 		$3.83M Buy
149,028
+141,080
+1,775% +$3.63M 1.78% 7
2020
Q3 		$205K Buy
7,948
+4,140
+109% +$107K 0.11% 108
2020
Q2 		$98K Buy
3,808
+378
+11% +$9.76K 0.06% 134
2020
Q1 		$89K Sell
3,430
-150
-4% -$3.82K 0.06% 136
2019
Q4 		$90K Sell
3,580
-114
-3% -$2.88K 0.05% 149
2019
Q3 		$93K Buy
3,694
+2,694
+269% +$68.1K 0.05% 149
2019
Q2 		$25K Sell
1,000
-10
-1% -$251 0.01% 213
2019
Q1 		$25K Buy
1,010
+280
+38% +$6.99K 0.02% 204
2018
Q4 		$18.2K Hold
730
– – 0.01% 211
2018
Q3 		$18.1K Hold
730
– – 0.01% 236
2018
Q2 		$18.2K Hold
730
– – 0.01% 232
2018
Q1 		$18.2K Buy
+730
New +$18.2K 0.01% 238
2017
Q4 		– Sell
-730
Closed -$18.4K – 330
2017
Q3 		$18.4K Hold
730
– – 0.01% 241
2017
Q2 		$18.4K Sell
730
-400
-35% -$10.1K 0.01% 245
2017
Q1 		$28.5K Sell
1,130
-1,200
-52% -$30.3K 0.02% 217
2016
Q4 		$58.7K Hold
2,330
– – 0.04% 170
2016
Q3 		$59.2K Hold
2,330
– – 0.04% 166
2016
Q2 		$59.4K Sell
2,330
-600
-20% -$15.2K 0.04% 157
2016
Q1 		$74.4K Hold
2,930
– – 0.06% 135
2015
Q4 		$73.9K Buy
2,930
+2,410
+463% +$61K 0.06% 138
2015
Q3 		$13.2K Buy
+520
New +$13.2K 0.01% 201

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Envestnet Asset Management
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 Oak Capital's SCHO Position: Q1 2022 in Review

West Oak Capital sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2022, closing a stake of 416,878 shares — an estimated $10.6M sold.

West Oak Capital first reported a position in SCHO in Q3 2015 and held it in 25 quarters. The position peaked at $11.1M in Q3 2021. 496 funds tracked by Wall St. Rank hold SCHO as of Q1 2022.

  • West Oak Capital reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • West Oak Capital sold 416,878 Schwab Short-Term US Treasury ETF shares in Q1 2022, an estimated $10.6M.
  • West Oak Capital first reported a position in Schwab Short-Term US Treasury ETF in Q3 2015 and held it in 25 quarters.
  • West Oak Capital's Schwab Short-Term US Treasury ETF position peaked at $11.1M in Q3 2021.
  • 496 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2022.

Based on West Oak Capital's 13F filing for Q1 2022, filed 20 Apr 2022.