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Ellevest Inc’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-74
Closed -$1.8K – 1386
2023
Q1 		$1.8K Buy
+74
New +$1.79K ﹤0.01% 1466

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Charles Schwab
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ellevest Inc's SCHO Position: Q2 2023 in Review

Ellevest Inc sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2023, closing a stake of 74 shares — an estimated $1.8K sold.

Ellevest Inc first reported a position in SCHO in Q1 2023 and held it in 1 quarter. The position peaked at $1.8K in Q1 2023. 581 funds tracked by Wall St. Rank hold SCHO as of Q2 2023.

  • Ellevest Inc reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 74 Schwab Short-Term US Treasury ETF shares in Q2 2023, an estimated $1.8K.
  • Ellevest Inc first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and held it in 1 quarter.
  • Ellevest Inc's Schwab Short-Term US Treasury ETF position peaked at $1.8K in Q1 2023.
  • 581 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.