Private Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Private Wealth Partners’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	-9,700	Closed	-$233K	–	167
2023 Q2	$233K	Hold	9,700	–	–	0.02%	145
2023 Q1	$237K	Buy	+9,700	New	+$235K	0.02%	139

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 13.96% 1-Year Est. Return

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

Private Wealth Partners's SCHO Position: Q3 2023 in Review

Private Wealth Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 9,700 shares — an estimated $233K sold.

Private Wealth Partners first reported a position in SCHO in Q1 2023 and held it in 2 quarters. The position peaked at $237K in Q1 2023. 574 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

Private Wealth Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
Private Wealth Partners sold 9,700 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $233K.
Private Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and held it in 2 quarters.
Private Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $237K in Q1 2023.
574 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on Private Wealth Partners's 13F filing for Q3 2023, filed 7 Nov 2023.