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

Atticus 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
2022
Q4 		– Sell
-380
Closed -$9K – 622
2022
Q3 		$9K Hold
380
– – ﹤0.01% 390
2022
Q2 		$9K Buy
+380
New +$9.37K ﹤0.01% 421
2020
Q1 		– Sell
-46
Closed -$1K – 407
2019
Q4 		$1K Buy
+46
New +$1.16K ﹤0.01% 351

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 15.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Atticus Wealth Management's SCHO Position: Q4 2022 in Review

Atticus Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2022, closing a stake of 380 shares — an estimated $9K sold.

Atticus Wealth Management first reported a position in SCHO in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q3 2022. 564 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.

  • Atticus Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 380 Schwab Short-Term US Treasury ETF shares in Q4 2022, an estimated $9K.
  • Atticus Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 3 quarters.
  • Atticus Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $9K in Q3 2022.
  • 564 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.