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Cerity Partners OCIO’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cerity Partners OCIO’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
-82,274
Closed -$1.99M – 442
2022
Q3 		$1.99M Hold
82,274
– – 0.07% 155
2022
Q2 		$2.02M Buy
+82,274
New +$2.03M 0.07% 147

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

Cerity Partners OCIO's SCHO Position: Q4 2022 in Review

Cerity Partners OCIO sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2022, closing a stake of 82,274 shares — an estimated $1.99M sold.

Cerity Partners OCIO first reported a position in SCHO in Q2 2022 and held it in 2 quarters. The position peaked at $2.02M in Q2 2022. 564 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.

  • Cerity Partners OCIO reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Cerity Partners OCIO sold 82,274 Schwab Short-Term US Treasury ETF shares in Q4 2022, an estimated $1.99M.
  • Cerity Partners OCIO first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and held it in 2 quarters.
  • Cerity Partners OCIO's Schwab Short-Term US Treasury ETF position peaked at $2.02M in Q2 2022.
  • 564 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.