First Manhattan’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

First Manhattan’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
2024 Q1	–	Sell	-44	Closed	-$1.06K	–	1482
2023 Q4	$1.06K	Sell	44 -252	-85%	-$6.05K	﹤0.01%	1328
2023 Q3	$7.09K	Buy	+296	New	+$7.09K	﹤0.01%	1187
2022 Q3	–	Sell	-26	Closed	–	–	1632
2022 Q2	$0	Buy	+26	New	+$641	﹤0.01%	1653
2021 Q2	–	Sell	-682	Closed	-$17K	–	1610
2021 Q1	$17K	Hold	682	–	–	﹤0.01%	1163
2020 Q4	$17K	Hold	682	–	–	﹤0.01%	1085
2020 Q3	$17K	Hold	682	–	–	﹤0.01%	1048
2020 Q2	$17K	Hold	682	–	–	﹤0.01%	1067
2020 Q1	$17K	Hold	682	–	–	﹤0.01%	1033
2019 Q4	$17K	Hold	682	–	–	﹤0.01%	1076
2019 Q3	$17K	Hold	682	–	–	﹤0.01%	1087
2019 Q2	$17K	Hold	682	–	–	﹤0.01%	1108
2019 Q1	$17K	Hold	682	–	–	﹤0.01%	1129
2018 Q4	$17K	Buy	+682	New	+$16.9K	﹤0.01%	1092

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Manhattan's SCHO Position: Q1 2024 in Review

First Manhattan sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2024, closing a stake of 44 shares — an estimated $1.06K sold.

First Manhattan first reported a position in SCHO in Q4 2018 and held it in 13 quarters. The position peaked at $17K in Q1 2021. 599 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

First Manhattan reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
First Manhattan sold 44 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $1.06K.
First Manhattan first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 13 quarters.
First Manhattan's Schwab Short-Term US Treasury ETF position peaked at $17K in Q1 2021.
599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on First Manhattan's 13F filing for Q1 2024, filed 15 May 2024.