White Knight Strategic Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

White Knight Strategic 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 Q3	–	Sell	-8,848	Closed	-$213K	–	70
2023 Q2	$213K	Sell	8,848 -84	-0.9%	-$2.04K	0.25%	67
2023 Q1	$218K	Sell	8,932 -2,182	-20%	-$52.8K	0.27%	67
2022 Q4	$268K	Sell	11,114 -1,264	-10%	-$30.5K	0.37%	56
2022 Q3	$299K	Sell	12,378 -536	-4%	-$13.1K	0.43%	49
2022 Q2	$318K	Sell	12,914 -718	-5%	-$17.7K	0.44%	47
2022 Q1	$338K	Sell	13,632 -4,982	-27%	-$125K	0.37%	54
2021 Q4	$473K	Buy	+18,614	New	+$475K	0.49%	47

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 13.96% 1-Year Est. Return

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

White Knight Strategic Wealth Advisors's SCHO Position: Q3 2023 in Review

White Knight Strategic Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 8,848 shares — an estimated $213K sold.

White Knight Strategic Wealth Advisors first reported a position in SCHO in Q4 2021 and held it in 7 quarters. The position peaked at $473K in Q4 2021. 574 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

White Knight Strategic Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 8,848 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $213K.
White Knight Strategic Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 7 quarters.
White Knight Strategic Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $473K in Q4 2021.
574 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.