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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

West Paces Advisors's SCHO Position: Q2 2023 in Review

West Paces Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2023, closing a stake of 25,520 shares — an estimated $623K sold.

West Paces Advisors first reported a position in SCHO in Q4 2018 and held it in 6 quarters. The position peaked at $1.07M in Q4 2022. 580 funds tracked by Wall St. Rank hold SCHO as of Q2 2023.

West Paces Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2023 after selling out during the quarter.
West Paces Advisors sold 25,520 Schwab Short-Term US Treasury ETF shares in Q2 2023, an estimated $623K.
West Paces Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 6 quarters.
West Paces Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.07M in Q4 2022.
580 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2023.

Based on West Paces Advisors's 13F filing for Q2 2023, filed 18 Dec 2023.