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Perkins Coie Trust Company’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Perkins Coie Trust Company’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
-436
Closed -$10.4K – 528
2023
Q3 		$10.4K Buy
+436
New +$10.5K ﹤0.01% 218

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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 $374B AUM 17.66% 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 $1.24B AUM 15.23% 1-Year Est. Return

Perkins Coie Trust Company's SCHO Position: Q4 2023 in Review

Perkins Coie Trust Company sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2023, closing a stake of 436 shares — an estimated $10.4K sold.

Perkins Coie Trust Company first reported a position in SCHO in Q3 2023 and held it in 1 quarter. The position peaked at $10.4K in Q3 2023. 598 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

  • Perkins Coie Trust Company reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Perkins Coie Trust Company sold 436 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $10.4K.
  • Perkins Coie Trust Company first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Perkins Coie Trust Company's Schwab Short-Term US Treasury ETF position peaked at $10.4K in Q3 2023.
  • 598 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on Perkins Coie Trust Company's 13F filing for Q4 2023, filed 9 Jan 2024.