Clifford Swan Investment Counsel’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Clifford Swan Investment Counsel’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 Q1	–	Sell	-9,320	Closed	-$225K	–	306
2022 Q4	$225K	Hold	9,320	–	–	0.01%	288
2022 Q3	$225K	Hold	9,320	–	–	0.01%	291
2022 Q2	$229K	Buy	+9,320	New	+$230K	0.01%	303

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

PSP

Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return

Clifford Swan Investment Counsel's SCHO Position: Q1 2023 in Review

Clifford Swan Investment Counsel sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2023, closing a stake of 9,320 shares — an estimated $225K sold.

Clifford Swan Investment Counsel first reported a position in SCHO in Q2 2022 and held it in 3 quarters. The position peaked at $229K in Q2 2022. 572 funds tracked by Wall St. Rank hold SCHO as of Q1 2023.

Clifford Swan Investment Counsel reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
Clifford Swan Investment Counsel sold 9,320 Schwab Short-Term US Treasury ETF shares in Q1 2023, an estimated $225K.
Clifford Swan Investment Counsel first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and held it in 3 quarters.
Clifford Swan Investment Counsel's Schwab Short-Term US Treasury ETF position peaked at $229K in Q2 2022.
572 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2023.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2023, filed 5 May 2023.