WPA
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West Paces Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

West Paces 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
Q2 		– Sell
-25,520
Closed -$623K – 567
2023
Q1 		$623K Sell
25,520
-18,650
-42% -$452K 0.19% 69
2022
Q4 		$1.07M Buy
44,170
+16,080
+57% +$388K 0.34% 45
2022
Q3 		$678K Buy
+28,090
New +$687K 0.24% 62
2019
Q3 		– Sell
-276
Closed -$6.98K – 494
2019
Q2 		$6.98K Hold
276
– – ﹤0.01% 348
2019
Q1 		$6.93K Sell
276
-19,200
-99% -$479K ﹤0.01% 351
2018
Q4 		$486K Buy
+19,476
New +$483K 0.37% 63

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return