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

Pacifica 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
Q3 		– Sell
-14
Closed -$336 – 539
2024
Q2 		$336 Buy
+14
New +$336 ﹤0.01% 515

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Stifel Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pacifica Partners's SCHO Position: Q3 2024 in Review

Pacifica Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2024, closing a stake of 14 shares — an estimated $336 sold.

Pacifica Partners first reported a position in SCHO in Q2 2024 and held it in 1 quarter. The position peaked at $336 in Q2 2024. 586 funds tracked by Wall St. Rank hold SCHO as of Q3 2024.

  • Pacifica Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Pacifica Partners sold 14 Schwab Short-Term US Treasury ETF shares in Q3 2024, an estimated $336.
  • Pacifica Partners first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Pacifica Partners's Schwab Short-Term US Treasury ETF position peaked at $336 in Q2 2024.
  • 586 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2024.

Based on Pacifica Partners's 13F filing for Q3 2024, filed 7 Oct 2024.