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

Aveo Capital 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
2023
Q3 		– Sell
-15,578
Closed -$374K – 349
2023
Q2 		$374K Sell
15,578
-300
-2% -$7.27K 0.05% 245
2023
Q1 		$387K Buy
+15,878
New +$385K 0.05% 226

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aveo Capital Partners's SCHO Position: Q3 2023 in Review

Aveo Capital Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 15,578 shares — an estimated $374K sold.

Aveo Capital Partners first reported a position in SCHO in Q1 2023 and held it in 2 quarters. The position peaked at $387K in Q1 2023. 574 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

  • Aveo Capital Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Aveo Capital Partners sold 15,578 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $374K.
  • Aveo Capital Partners first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and held it in 2 quarters.
  • Aveo Capital Partners's Schwab Short-Term US Treasury ETF position peaked at $387K in Q1 2023.
  • 574 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on Aveo Capital Partners's 13F filing for Q3 2023, filed 6 Nov 2023.