WealthPLAN Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHO
MIM
WealthPLAN Partners's SCHO Position: Q3 2023 in Review
WealthPLAN Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 5,300 shares — an estimated $127K sold.
WealthPLAN Partners first reported a position in SCHO in Q1 2023 and held it in 2 quarters. The position peaked at $127K in Q2 2023. 573 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.
- WealthPLAN Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
- WealthPLAN Partners sold 5,300 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $127K.
- WealthPLAN Partners first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and held it in 2 quarters.
- WealthPLAN Partners's Schwab Short-Term US Treasury ETF position peaked at $127K in Q2 2023.
- 573 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.
Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.