Pathstone Family Office’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-105,808
Closed -$2.7M 1026
2021
Q4
$2.7M Buy
+105,808
New +$2.7M 0.07% 149
2021
Q1
Sell
-1,420
Closed -$36K 1232
2020
Q4
$36K Sell
1,420
-896
-39% -$23K ﹤0.01% 579
2020
Q3
$60K Sell
2,316
-392
-14% -$10.1K 0.01% 339
2020
Q2
$70K Buy
+2,708
New +$69.9K 0.01% 264

Other funds holding SCHO

Pathstone Family Office's SCHO Position: Q1 2022 in Review

Pathstone Family Office sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2022, closing a stake of 105,808 shares — an estimated $2.7M sold.

Pathstone Family Office first reported a position in SCHO in Q2 2020 and held it in 4 quarters. The position peaked at $2.7M in Q4 2021. 496 funds tracked by Wall St. Rank hold SCHO as of Q1 2022.

  • Pathstone Family Office reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Pathstone Family Office sold 105,808 Schwab Short-Term US Treasury ETF shares in Q1 2022, an estimated $2.7M.
  • Pathstone Family Office first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and held it in 4 quarters.
  • Pathstone Family Office's Schwab Short-Term US Treasury ETF position peaked at $2.7M in Q4 2021.
  • 496 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2022.

Based on Pathstone Family Office's 13F filing for Q1 2022, filed 16 May 2022.