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Graham Capital Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Graham Capital Wealth Management’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
-1,020
Closed -$249K – 123
2023
Q1 		$249K Buy
+1,020
New +$24.7K 0.04% 151

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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

Graham Capital Wealth Management's SCHO Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2023, closing a stake of 1,020 shares — an estimated $249K sold.

Graham Capital Wealth Management first reported a position in SCHO in Q1 2023 and held it in 1 quarter. The position peaked at $249K in Q1 2023. 581 funds tracked by Wall St. Rank hold SCHO as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 1,020 Schwab Short-Term US Treasury ETF shares in Q2 2023, an estimated $249K.
  • Graham Capital Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $249K in Q1 2023.
  • 581 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.