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

Antonetti 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
2023 Q1	–	Sell	-8,370	Closed	-$202K	–	356
2022 Q4	$202K	Sell	8,370 -2,000	-19%	-$48.2K	0.28%	43
2022 Q3	$250K	Sell	10,370 -800	-7%	-$19.6K	0.29%	40
2022 Q2	$275K	Hold	11,170	–	–	0.29%	43
2022 Q1	$277K	Sell	11,170 -1,000	-8%	-$25.1K	0.26%	47
2021 Q4	$309K	Sell	12,170 -6,530	-35%	-$166K	0.24%	65
2021 Q3	$479K	Buy	+18,700	New	+$479K	0.39%	40

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

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Antonetti Capital Management's SCHO Position: Q1 2023 in Review

Antonetti Capital Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2023, closing a stake of 8,370 shares — an estimated $202K sold.

Antonetti Capital Management first reported a position in SCHO in Q3 2021 and held it in 6 quarters. The position peaked at $479K in Q3 2021. 572 funds tracked by Wall St. Rank hold SCHO as of Q1 2023.

Antonetti Capital Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
Antonetti Capital Management sold 8,370 Schwab Short-Term US Treasury ETF shares in Q1 2023, an estimated $202K.
Antonetti Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2021 and held it in 6 quarters.
Antonetti Capital Management's Schwab Short-Term US Treasury ETF position peaked at $479K in Q3 2021.
572 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2023.

Based on Antonetti Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.