Fort Point Capital Partners’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
-9,890
Closed -$238K 298
2023
Q2
$238K Sell
9,890
-4,034
-29% -$97.8K 0.03% 246
2023
Q1
$340K Buy
+13,924
New +$337K 0.05% 204

Other funds holding SCHO

Fort Point Capital Partners's SCHO Position: Q3 2023 in Review

Fort Point Capital Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 9,890 shares — an estimated $238K sold.

Fort Point Capital Partners first reported a position in SCHO in Q1 2023 and held it in 2 quarters. The position peaked at $340K in Q1 2023. 574 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

  • Fort Point Capital Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Fort Point Capital Partners sold 9,890 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $238K.
  • Fort Point Capital Partners first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and held it in 2 quarters.
  • Fort Point Capital Partners's Schwab Short-Term US Treasury ETF position peaked at $340K in Q1 2023.
  • 574 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on Fort Point Capital Partners's 13F filing for Q3 2023, filed 8 Nov 2023.