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YHB Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

YHB Investment 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
2021
Q3 		– Sell
-7,840
Closed -$201K – 309
2021
Q2 		$201K Sell
7,840
-1,500
-16% -$38.5K 0.02% 301
2021
Q1 		$240K Sell
9,340
-14,996
-62% -$385K 0.02% 270
2020
Q4 		$625K Hold
24,336
– – 0.06% 183
2020
Q3 		$627K Buy
+24,336
New +$627K 0.07% 178

Other funds holding SCHO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

YHB Investment Advisors's SCHO Position: Q3 2021 in Review

YHB Investment Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2021, closing a stake of 7,840 shares — an estimated $201K sold.

YHB Investment Advisors first reported a position in SCHO in Q3 2020 and held it in 4 quarters. The position peaked at $627K in Q3 2020. 484 funds tracked by Wall St. Rank hold SCHO as of Q3 2021.

  • YHB Investment Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • YHB Investment Advisors sold 7,840 Schwab Short-Term US Treasury ETF shares in Q3 2021, an estimated $201K.
  • YHB Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and held it in 4 quarters.
  • YHB Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $627K in Q3 2020.
  • 484 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2021.

Based on YHB Investment Advisors's 13F filing for Q3 2021, filed 28 Oct 2021.