Plante Moran Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Plante Moran Financial Advisors’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	-70	Closed	-$1.68K	–	872
2023 Q3	$1.68K	Buy	+70	New	+$1.68K	﹤0.01%	667
2022 Q4	–	Sell	-392	Closed	-$9K	–	959
2022 Q3	$9K	Buy	+392	New	+$9.59K	﹤0.01%	603
2021 Q2	–	Sell	-446	Closed	-$11K	–	1066
2021 Q1	$11K	Buy	+446	New	+$11.5K	﹤0.01%	638
2020 Q2	–	Sell	-204	Closed	-$5K	–	831
2020 Q1	$5K	Buy	+204	New	+$5.2K	﹤0.01%	581
2019 Q2	–	Sell	-2,354	Closed	-$59K	–	835
2019 Q1	$59K	Buy	+2,354	New	+$58.8K	0.02%	301

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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 $1.36B AUM 18.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Plante Moran Financial Advisors's SCHO Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2023, closing a stake of 70 shares — an estimated $1.68K sold.

Plante Moran Financial Advisors first reported a position in SCHO in Q1 2019 and held it in 5 quarters. The position peaked at $59K in Q1 2019. 599 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

Plante Moran Financial Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 70 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $1.68K.
Plante Moran Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and held it in 5 quarters.
Plante Moran Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $59K in Q1 2019.
599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.