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

Aurora Private Wealth’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
-320,846
Closed -$7.74M – 172
2022
Q3 		$7.74M Buy
320,846
+10,158
+3% +$248K 3.58% 6
2022
Q2 		$7.64M Buy
310,688
+238,576
+331% +$5.88M 3.44% 6
2022
Q1 		$1.79M Sell
72,112
-64,378
-47% -$1.62M 0.74% 21
2021
Q4 		$3.47M Buy
136,490
+22,254
+19% +$567K 1.51% 13
2021
Q3 		$2.92M Buy
114,236
+238
+0.2% +$6.1K 1.19% 16
2021
Q2 		$2.92M Sell
113,998
-318,346
-74% -$8.16M 1.17% 16
2021
Q1 		$11.1M Buy
432,344
+31,606
+8% +$812K 4.6% 4
2020
Q4 		$10.3M Buy
400,738
+13,836
+4% +$356K 4.36% 4
2020
Q3 		$9.96M Buy
386,902
+2,710
+0.7% +$69.9K 4.26% 7
2020
Q2 		$9.92M Sell
384,192
-216,314
-36% -$5.59M 4.56% 6
2020
Q1 		$15.5M Buy
600,506
+468,978
+357% +$11.9M 5.47% 3
2019
Q4 		$3.32M Buy
+131,528
New +$3.32M 1.18% 15

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 13.96% 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

Aurora Private Wealth's SCHO Position: Q4 2022 in Review

Aurora Private Wealth sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2022, closing a stake of 320,846 shares — an estimated $7.74M sold.

Aurora Private Wealth first reported a position in SCHO in Q4 2019 and held it in 12 quarters. The position peaked at $15.5M in Q1 2020. 564 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.

  • Aurora Private Wealth reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Aurora Private Wealth sold 320,846 Schwab Short-Term US Treasury ETF shares in Q4 2022, an estimated $7.74M.
  • Aurora Private Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 12 quarters.
  • Aurora Private Wealth's Schwab Short-Term US Treasury ETF position peaked at $15.5M in Q1 2020.
  • 564 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.

Based on Aurora Private Wealth's 13F filing for Q4 2022, filed 13 Jan 2023.