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Consolidated Planning Corp’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Consolidated Planning Corp’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
-121,058
Closed -$2.92M – 127
2022
Q3 		$2.92M Buy
+121,058
New +$2.96M 0.91% 40

Other funds holding SCHO

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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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 $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM

Consolidated Planning Corp's SCHO Position: Q4 2022 in Review

Consolidated Planning Corp sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2022, closing a stake of 121,058 shares — an estimated $2.92M sold.

Consolidated Planning Corp first reported a position in SCHO in Q3 2022 and held it in 1 quarter. The position peaked at $2.92M in Q3 2022. 563 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.

  • Consolidated Planning Corp reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Consolidated Planning Corp sold 121,058 Schwab Short-Term US Treasury ETF shares in Q4 2022, an estimated $2.92M.
  • Consolidated Planning Corp first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and held it in 1 quarter.
  • Consolidated Planning Corp's Schwab Short-Term US Treasury ETF position peaked at $2.92M in Q3 2022.
  • 563 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.

Based on Consolidated Planning Corp's 13F filing for Q4 2022, filed 13 Feb 2023.