Private Capital Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Private Capital Group’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
2021 Q1	–	Sell	-360	Closed	-$9K	–	2157
2020 Q4	$9K	Sell	360 -248	-41%	-$6.38K	﹤0.01%	1423
2020 Q3	$16K	Hold	608	–	–	﹤0.01%	1176
2020 Q2	$16K	Buy	608 +18	+3%	+$465	﹤0.01%	1183
2020 Q1	$15K	Hold	590	–	–	﹤0.01%	1148
2019 Q4	$14K	Hold	590	–	–	﹤0.01%	1233
2019 Q3	$15K	Buy	+590	New	+$14.9K	﹤0.01%	1318

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Private Capital Group's SCHO Position: Q1 2021 in Review

Private Capital Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2021, closing a stake of 360 shares — an estimated $9K sold.

Private Capital Group first reported a position in SCHO in Q3 2019 and held it in 6 quarters. The position peaked at $16K in Q3 2020. 485 funds tracked by Wall St. Rank hold SCHO as of Q1 2021.

Private Capital Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
Private Capital Group sold 360 Schwab Short-Term US Treasury ETF shares in Q1 2021, an estimated $9K.
Private Capital Group first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and held it in 6 quarters.
Private Capital Group's Schwab Short-Term US Treasury ETF position peaked at $16K in Q3 2020.
485 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2021.

Based on Private Capital Group's 13F filing for Q1 2021, filed 12 Apr 2021.