Personal CFO Solutions’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Personal CFO Solutions’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	-10,158	Closed	-$244K	–	493
2023 Q2	$244K	Buy	10,158 +230	+2%	+$5.58K	0.05%	389
2023 Q1	$242K	Buy	+9,928	New	+$240K	0.05%	379
2022 Q4	–	Sell	-12,634	Closed	-$305K	–	492
2022 Q3	$305K	Hold	12,634	–	–	0.08%	249
2022 Q2	$311K	Buy	+12,634	New	+$311K	0.07%	255
2020 Q3	–	Sell	-44,356	Closed	-$1.15M	–	298
2020 Q2	$1.15M	Sell	44,356 -78,500	-64%	-$2.03M	0.34%	68
2020 Q1	$3.18M	Buy	+122,856	New	+$3.13M	1.14%	17

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 15.91% 1-Year Est. Return

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

Personal CFO Solutions's SCHO Position: Q3 2023 in Review

Personal CFO Solutions sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 10,158 shares — an estimated $244K sold.

Personal CFO Solutions first reported a position in SCHO in Q1 2020 and held it in 6 quarters. The position peaked at $3.18M in Q1 2020. 574 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

Personal CFO Solutions reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
Personal CFO Solutions sold 10,158 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $244K.
Personal CFO Solutions first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 6 quarters.
Personal CFO Solutions's Schwab Short-Term US Treasury ETF position peaked at $3.18M in Q1 2020.
574 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on Personal CFO Solutions's 13F filing for Q3 2023, filed 13 Nov 2023.