Pacific Sage Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Pacific Sage Partners’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 Q4	–	Sell	-13,946	Closed	-$342K	–	111
2024 Q3	$342K	Sell	13,946 -3,014	-18%	-$73.3K	0.08%	72
2024 Q2	$408K	Sell	16,960 -12,652	-43%	-$303K	0.1%	64
2024 Q1	$714K	Sell	29,612 -14,146	-32%	-$342K	0.18%	45
2023 Q4	$1.06M	Sell	43,758 -2,653,976	-98%	-$63.7M	0.29%	36
2023 Q3	$64.6M	Buy	2,697,734 +16,116	+0.6%	+$386K	19.43%	1
2023 Q2	$64.4M	Sell	2,681,618 -29,726	-1%	-$721K	19.08%	2
2023 Q1	$66.1M	Buy	2,711,344 +21,424	+0.8%	+$519K	21.28%	1
2022 Q4	$64.9M	Buy	+2,689,920	New	+$64.9M	21.54%	1

Other funds holding SCHO

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Pacific Sage Partners's SCHO Position: Q4 2024 in Review

Pacific Sage Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 13,946 shares — an estimated $342K sold.

Pacific Sage Partners first reported a position in SCHO in Q4 2022 and held it in 8 quarters. The position peaked at $66.1M in Q1 2023. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

Pacific Sage Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
Pacific Sage Partners sold 13,946 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $342K.
Pacific Sage Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 8 quarters.
Pacific Sage Partners's Schwab Short-Term US Treasury ETF position peaked at $66.1M in Q1 2023.
632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Pacific Sage Partners's 13F filing for Q4 2024, filed 24 Jan 2025.