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Granite Bay Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Granite Bay 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
Q4 		– Sell
-29,586
Closed -$709K – 321
2023
Q3 		$709K Buy
+29,586
New +$709K 0.01% 236

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JP Morgan Chase
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Granite Bay Wealth Management's SCHO Position: Q4 2023 in Review

Granite Bay Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2023, closing a stake of 29,586 shares — an estimated $709K sold.

Granite Bay Wealth Management first reported a position in SCHO in Q3 2023 and held it in 1 quarter. The position peaked at $709K in Q3 2023. 598 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

  • Granite Bay Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Granite Bay Wealth Management sold 29,586 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $709K.
  • Granite Bay Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Granite Bay Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $709K in Q3 2023.
  • 598 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on Granite Bay Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.