West Branch Capital’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

West Branch Capital’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	-7,356	Closed	-$176K	–	461
2023 Q3	$176K	Buy	7,356 +74	+1%	+$1.77K	0.09%	84
2023 Q2	$175K	Buy	7,282 +64	+0.9%	+$1.55K	0.09%	85
2023 Q1	$176K	Buy	7,218 +38	+0.5%	+$920	0.1%	83
2022 Q4	$173K	Buy	7,180 +52	+0.7%	+$1.25K	0.11%	80
2022 Q3	$172K	Buy	7,128 +26	+0.4%	+$636	0.11%	85
2022 Q2	$175K	Buy	7,102 +10	+0.1%	+$247	0.1%	85
2022 Q1	$176K	Buy	7,092 +6	+0.1%	+$151	0.08%	89
2021 Q4	$180K	Sell	7,086 -7,072	-50%	-$180K	0.08%	95
2021 Q3	$362K	Buy	14,158 +12	+0.1%	+$307	0.17%	63
2021 Q2	$362K	Buy	14,146 +16	+0.1%	+$410	0.18%	64
2021 Q1	$362K	Sell	14,130 -2,002	-12%	-$51.4K	0.21%	62
2020 Q4	$414K	Sell	16,132 -12,020	-43%	-$309K	0.24%	61
2020 Q3	$725K	Buy	28,152 +84	+0.3%	+$2.17K	0.46%	48
2020 Q2	$725K	Buy	+28,068	New	+$725K	0.51%	47

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

West Branch Capital's SCHO Position: Q4 2023 in Review

West Branch Capital sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2023, closing a stake of 7,356 shares — an estimated $176K sold.

West Branch Capital first reported a position in SCHO in Q2 2020 and held it in 14 quarters. The position peaked at $725K in Q3 2020. 598 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

West Branch Capital reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
West Branch Capital sold 7,356 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $176K.
West Branch Capital first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and held it in 14 quarters.
West Branch Capital's Schwab Short-Term US Treasury ETF position peaked at $725K in Q3 2020.
598 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on West Branch Capital's 13F filing for Q4 2023, filed 19 Jan 2024.