Colonial River Investments’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
2023
Q3
Sell
-10,250
Closed -$246K 174
2023
Q2
$246K Hold
10,250
0.16% 147
2023
Q1
$250K Buy
+10,250
New +$248K 0.15% 158

Other funds holding SCHO

Colonial River Investments's SCHO Position: Q3 2023 in Review

Colonial River Investments sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 10,250 shares — an estimated $246K sold.

Colonial River Investments first reported a position in SCHO in Q1 2023 and held it in 2 quarters. The position peaked at $250K in Q1 2023. 574 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

  • Colonial River Investments reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Colonial River Investments sold 10,250 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $246K.
  • Colonial River Investments first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and held it in 2 quarters.
  • Colonial River Investments's Schwab Short-Term US Treasury ETF position peaked at $250K in Q1 2023.
  • 574 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on Colonial River Investments's 13F filing for Q3 2023, filed 3 Nov 2023.