Atlas Capital Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Atlas Capital Advisors’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	-8,482	Closed	-$205K	–	948
2023 Q4	$205K	Buy	8,482 +132	+2%	+$3.17K	0.03%	367
2023 Q3	$200K	Buy	8,350 +192	+2%	+$4.6K	0.03%	354
2023 Q2	$196K	Buy	8,158 +570	+8%	+$13.8K	0.03%	368
2023 Q1	$185K	Sell	7,588 -308	-4%	-$7.46K	0.03%	366
2022 Q4	$190K	Buy	+7,896	New	+$190K	0.03%	348
2019 Q4	–	Sell	-502	Closed	-$12.7K	–	665
2019 Q3	$12.7K	Sell	502 -760	-60%	-$19.2K	﹤0.01%	560
2019 Q2	$32K	Buy	+1,262	New	+$31.7K	0.01%	515

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

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

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

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

Atlas Capital Advisors's SCHO Position: Q1 2024 in Review

Atlas Capital Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2024, closing a stake of 8,482 shares — an estimated $205K sold.

Atlas Capital Advisors first reported a position in SCHO in Q2 2019 and held it in 7 quarters. The position peaked at $205K in Q4 2023. 599 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

Atlas Capital Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
Atlas Capital Advisors sold 8,482 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $205K.
Atlas Capital Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and held it in 7 quarters.
Atlas Capital Advisors's Schwab Short-Term US Treasury ETF position peaked at $205K in Q4 2023.
599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on Atlas Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.