Abacus Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Abacus Wealth Partners’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	-10,104	Closed	-$259K	–	124
2021 Q2	$259K	Sell	10,104 -17,380	-63%	-$446K	0.1%	85
2021 Q1	$705K	Buy	27,484 +3,096	+13%	+$79.5K	0.5%	27
2020 Q4	$627K	Buy	+24,388	New	+$627K	0.55%	27

Other funds holding SCHO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Abacus Wealth Partners's SCHO Position: Q3 2021 in Review

Abacus Wealth Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2021, closing a stake of 10,104 shares — an estimated $259K sold.

Abacus Wealth Partners first reported a position in SCHO in Q4 2020 and held it in 3 quarters. The position peaked at $705K in Q1 2021. 484 funds tracked by Wall St. Rank hold SCHO as of Q3 2021.

Abacus Wealth Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2021 after selling out during the quarter.
Abacus Wealth Partners sold 10,104 Schwab Short-Term US Treasury ETF shares in Q3 2021, an estimated $259K.
Abacus Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 3 quarters.
Abacus Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $705K in Q1 2021.
484 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2021.

Based on Abacus Wealth Partners's 13F filing for Q3 2021, filed 31 May 2023.