Choate Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Choate Investment Advisors’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 Q3	–	Sell	-5,978	Closed	-$147K	–	314
2022 Q2	$147K	Sell	5,978 -7,206	-55%	-$178K	0.01%	262
2022 Q1	$327K	Sell	13,184 -50	-0.4%	-$1.26K	0.02%	237
2021 Q4	$336K	Buy	13,234 +13,184	+26,368%	+$336K	0.02%	219
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	302
2021 Q2	$1K	Buy	+50	New	+$1.28K	﹤0.01%	336

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Choate Investment Advisors's SCHO Position: Q3 2022 in Review

Choate Investment Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2022, closing a stake of 5,978 shares — an estimated $147K sold.

Choate Investment Advisors first reported a position in SCHO in Q2 2021 and held it in 5 quarters. The position peaked at $336K in Q4 2021. 527 funds tracked by Wall St. Rank hold SCHO as of Q3 2022.

Choate Investment Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2022 after selling out during the quarter.
Choate Investment Advisors sold 5,978 Schwab Short-Term US Treasury ETF shares in Q3 2022, an estimated $147K.
Choate Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2021 and held it in 5 quarters.
Choate Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $336K in Q4 2021.
527 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2022.

Based on Choate Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.