Colonial Trust’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
Q2
Sell
-14
Closed -$341 970
2023
Q1
$341 Sell
14
-120
-90% -$2.91K ﹤0.01% 888
2022
Q4
$3.23K Buy
+134
New +$3.23K ﹤0.01% 811

Other funds holding SCHO

Colonial Trust's SCHO Position: Q2 2023 in Review

Colonial Trust sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2023, closing a stake of 14 shares — an estimated $341 sold.

Colonial Trust first reported a position in SCHO in Q4 2022 and held it in 2 quarters. The position peaked at $3.23K in Q4 2022. 581 funds tracked by Wall St. Rank hold SCHO as of Q2 2023.

  • Colonial Trust reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Colonial Trust sold 14 Schwab Short-Term US Treasury ETF shares in Q2 2023, an estimated $341.
  • Colonial Trust first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 2 quarters.
  • Colonial Trust's Schwab Short-Term US Treasury ETF position peaked at $3.23K in Q4 2022.
  • 581 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2023.

Based on Colonial Trust's 13F filing for Q2 2023, filed 14 Aug 2023.