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Biltmore Family Office’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Biltmore Family Office’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
Q4 		– Sell
-580
Closed -$13.9K – 247
2023
Q3 		$13.9K Buy
+580
New +$13.9K ﹤0.01% 216
2023
Q2 		– Sell
-580
Closed -$14.1K – 263
2023
Q1 		$14.1K Buy
+580
New +$14K ﹤0.01% 253

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Biltmore Family Office's SCHO Position: Q4 2023 in Review

Biltmore Family Office sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2023, closing a stake of 580 shares — an estimated $13.9K sold.

Biltmore Family Office first reported a position in SCHO in Q1 2023 and held it in 2 quarters. The position peaked at $14.1K in Q1 2023. 598 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

  • Biltmore Family Office reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Biltmore Family Office sold 580 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $13.9K.
  • Biltmore Family Office first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and held it in 2 quarters.
  • Biltmore Family Office's Schwab Short-Term US Treasury ETF position peaked at $14.1K in Q1 2023.
  • 598 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on Biltmore Family Office's 13F filing for Q4 2023, filed 14 Feb 2024.