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

Pacific 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 Q3	–	Sell	-11,728	Closed	-$282K	–	27
2023 Q2	$282K	Hold	11,728	–	–	0.18%	21
2023 Q1	$286K	Sell	11,728 -13,860	-54%	-$336K	0.18%	21
2022 Q4	$617K	Buy	+25,588	New	+$617K	0.45%	21

Other funds holding SCHO

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Pacific Wealth Management's SCHO Position: Q3 2023 in Review

Pacific Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 11,728 shares — an estimated $282K sold.

Pacific Wealth Management first reported a position in SCHO in Q4 2022 and held it in 3 quarters. The position peaked at $617K in Q4 2022. 574 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

Pacific Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
Pacific Wealth Management sold 11,728 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $282K.
Pacific Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 3 quarters.
Pacific Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $617K in Q4 2022.
574 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on Pacific Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.