Alaska Permanent Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Alaska Permanent Capital 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
2024 Q2	–	Sell	-7,900	Closed	-$190K	–	41
2024 Q1	$190K	Hold	7,900	–	–	0.01%	37
2023 Q4	$191K	Hold	7,900	–	–	0.02%	37
2023 Q3	$189K	Hold	7,900	–	–	0.02%	43
2023 Q2	$190K	Buy	+7,900	New	+$192K	0.02%	44
2022 Q4	–	Sell	-7,900	Closed	-$190K	–	38
2022 Q3	$190K	Hold	7,900	–	–	0.02%	35
2022 Q2	$194K	Hold	7,900	–	–	0.02%	37
2022 Q1	$195K	Hold	7,900	–	–	0.02%	35
2021 Q4	$200K	Hold	7,900	–	–	0.02%	30
2021 Q3	$202K	Hold	7,900	–	–	0.02%	35
2021 Q2	$202K	Hold	7,900	–	–	0.02%	35
2021 Q1	$203K	Hold	7,900	–	–	0.02%	35
2020 Q4	$203K	Hold	7,900	–	–	0.02%	35
2020 Q3	$203K	Hold	7,900	–	–	0.02%	34
2020 Q2	$204K	Hold	7,900	–	–	0.02%	33
2020 Q1	$204K	Buy	+7,900	New	+$201K	0.02%	32
2019 Q3	–	Sell	-7,900	Closed	-$199K	–	42
2019 Q2	$199K	Buy	+7,900	New	+$198K	0.03%	43
2016 Q4	–	Sell	-7,900	Closed	-$200K	–	27
2016 Q3	$200K	Hold	7,900	–	–	0.05%	23
2016 Q2	$201K	Buy	+7,900	New	+$201K	0.05%	23

Other funds holding SCHO

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alaska Permanent Capital Management's SCHO Position: Q2 2024 in Review

Alaska Permanent Capital Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 7,900 shares — an estimated $190K sold.

Alaska Permanent Capital Management first reported a position in SCHO in Q2 2016 and held it in 18 quarters. The position peaked at $204K in Q2 2020. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

Alaska Permanent Capital Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
Alaska Permanent Capital Management sold 7,900 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $190K.
Alaska Permanent Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2016 and held it in 18 quarters.
Alaska Permanent Capital Management's Schwab Short-Term US Treasury ETF position peaked at $204K in Q2 2020.
584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on Alaska Permanent Capital Management's 13F filing for Q2 2024, filed 22 Jul 2024.