Zacks Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Zacks Investment Management’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 Q2	–	Sell	-12,136	Closed	-$296K	–	715
2023 Q1	$296K	Sell	12,136 -6,682	-36%	-$162K	﹤0.01%	521
2022 Q4	$454K	Buy	18,818 +5,878	+45%	+$142K	0.01%	448
2022 Q3	$312K	Buy	+12,940	New	+$316K	0.01%	480
2022 Q2	–	Sell	-12,728	Closed	-$315K	–	637
2022 Q1	$315K	Hold	12,728	–	–	﹤0.01%	512
2021 Q4	$324K	Hold	12,728	–	–	﹤0.01%	527
2021 Q3	$326K	Hold	12,728	–	–	0.01%	503
2021 Q2	$326K	Buy	+12,728	New	+$326K	0.01%	507

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Zacks Investment Management's SCHO Position: Q2 2023 in Review

Zacks Investment Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2023, closing a stake of 12,136 shares — an estimated $296K sold.

Zacks Investment Management first reported a position in SCHO in Q2 2021 and held it in 7 quarters. The position peaked at $454K in Q4 2022. 581 funds tracked by Wall St. Rank hold SCHO as of Q2 2023.

Zacks Investment Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2023 after selling out during the quarter.
Zacks Investment Management sold 12,136 Schwab Short-Term US Treasury ETF shares in Q2 2023, an estimated $296K.
Zacks Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2021 and held it in 7 quarters.
Zacks Investment Management's Schwab Short-Term US Treasury ETF position peaked at $454K in Q4 2022.
581 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2023.

Based on Zacks Investment Management's 13F filing for Q2 2023, filed 15 Aug 2023.