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

Appleton 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
2024 Q1	–	Sell	-10,400	Closed	-$252K	–	284
2023 Q4	$252K	Hold	10,400	–	–	0.02%	266
2023 Q3	$249K	Hold	10,400	–	–	0.02%	264
2023 Q2	$250K	Sell	10,400 -322	-3%	-$7.81K	0.02%	271
2023 Q1	$262K	Sell	10,722 -250	-2%	-$6.05K	0.02%	268
2022 Q4	$265K	Hold	10,972	–	–	0.03%	266
2022 Q3	$265K	Hold	10,972	–	–	0.03%	256
2022 Q2	$270K	Sell	10,972 -1,200	-10%	-$29.6K	0.03%	257
2022 Q1	$302K	Hold	12,172	–	–	0.02%	259
2021 Q4	$309K	Hold	12,172	–	–	0.02%	260
2021 Q3	$312K	Sell	12,172 -800	-6%	-$20.5K	0.03%	243
2021 Q2	$332K	Sell	12,972 -214	-2%	-$5.49K	0.03%	238
2021 Q1	$338K	Hold	13,186	–	–	0.03%	233
2020 Q4	$339K	Hold	13,186	–	–	0.03%	224
2020 Q3	$340K	Hold	13,186	–	–	0.04%	210
2020 Q2	$340K	Hold	13,186	–	–	0.04%	204
2020 Q1	$341K	Sell	13,186 -214	-2%	-$5.45K	0.05%	203
2019 Q4	$338K	Hold	13,400	–	–	0.04%	227
2019 Q3	$339K	Hold	13,400	–	–	0.04%	223
2019 Q2	$339K	Buy	+13,400	New	+$337K	0.04%	218

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Appleton Partners's SCHO Position: Q1 2024 in Review

Appleton Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2024, closing a stake of 10,400 shares — an estimated $252K sold.

Appleton Partners first reported a position in SCHO in Q2 2019 and held it in 19 quarters. The position peaked at $341K in Q1 2020. 600 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

Appleton Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
Appleton Partners sold 10,400 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $252K.
Appleton Partners first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and held it in 19 quarters.
Appleton Partners's Schwab Short-Term US Treasury ETF position peaked at $341K in Q1 2020.
600 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on Appleton Partners's 13F filing for Q1 2024, filed 1 Apr 2024.