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Atlas Private Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Atlas Private Wealth 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
-9,892
Closed -$239K – 118
2022
Q4 		$239K Buy
+9,892
New +$238K 0.11% 104

Other funds holding SCHO

Bank of America
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Atlas Private Wealth Management's SCHO Position: Q1 2023 in Review

Atlas Private Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2023, closing a stake of 9,892 shares — an estimated $239K sold.

Atlas Private Wealth Management first reported a position in SCHO in Q4 2022 and held it in 1 quarter. The position peaked at $239K in Q4 2022. 572 funds tracked by Wall St. Rank hold SCHO as of Q1 2023.

  • Atlas Private Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Atlas Private Wealth Management sold 9,892 Schwab Short-Term US Treasury ETF shares in Q1 2023, an estimated $239K.
  • Atlas Private Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Atlas Private Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $239K in Q4 2022.
  • 572 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2023.

Based on Atlas Private Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.