TCA
SCHO icon

Trifecta Capital Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Trifecta Capital 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
-480
Closed -$11.5K – 458
2023
Q3 		$11.5K Sell
480
-300
-38% -$7.19K ﹤0.01% 209
2023
Q2 		$18.7K Buy
+780
New +$18.9K 0.01% 184

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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

Trifecta Capital Advisors's SCHO Position: Q4 2023 in Review

Trifecta Capital Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2023, closing a stake of 480 shares — an estimated $11.5K sold.

Trifecta Capital Advisors first reported a position in SCHO in Q2 2023 and held it in 2 quarters. The position peaked at $18.7K in Q2 2023. 598 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

  • Trifecta Capital Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 480 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $11.5K.
  • Trifecta Capital Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Trifecta Capital Advisors's Schwab Short-Term US Treasury ETF position peaked at $18.7K in Q2 2023.
  • 598 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on Trifecta Capital Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.