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Loring Wolcott & Coolidge Fiduciary Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
-102
Closed -$2.44K – 591
2023
Q3 		$2.44K Sell
102
-1,296
-93% -$31.1K ﹤0.01% 582
2023
Q2 		$33.6K Buy
+1,398
New +$33.9K ﹤0.01% 465

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $424B AUM 22.96% 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 $1.36B AUM 18.79% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SCHO Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2023, closing a stake of 102 shares — an estimated $2.44K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SCHO in Q2 2023 and held it in 2 quarters. The position peaked at $33.6K in Q2 2023. 598 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 102 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $2.44K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Schwab Short-Term US Treasury ETF position peaked at $33.6K in Q2 2023.
  • 598 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.