Cary Street Partners Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-9,338
Closed -$225K 469
2022
Q3
$225K Buy
+9,338
New +$228K 0.05% 150

Other funds holding SCHO

Cary Street Partners Asset Management's SCHO Position: Q4 2022 in Review

Cary Street Partners Asset Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2022, closing a stake of 9,338 shares — an estimated $225K sold.

Cary Street Partners Asset Management first reported a position in SCHO in Q3 2022 and held it in 1 quarter. The position peaked at $225K in Q3 2022. 564 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.

  • Cary Street Partners Asset Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Cary Street Partners Asset Management sold 9,338 Schwab Short-Term US Treasury ETF shares in Q4 2022, an estimated $225K.
  • Cary Street Partners Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and held it in 1 quarter.
  • Cary Street Partners Asset Management's Schwab Short-Term US Treasury ETF position peaked at $225K in Q3 2022.
  • 564 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.

Based on Cary Street Partners Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.