WestHill Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

WestHill Financial 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	-110	Closed	-$2.63K	–	106
2023 Q3	$2.63K	Hold	110	–	–	﹤0.01%	115
2023 Q2	$2.64K	Hold	110	–	–	﹤0.01%	109
2023 Q1	$2.68K	Buy	+110	New	+$2.66K	﹤0.01%	108
2022 Q1	–	Sell	-946,150	Closed	-$24.1M	–	130
2021 Q4	$24.1M	Buy	946,150 +13,178	+1%	+$336K	6.8%	5
2021 Q3	$23.9M	Buy	+932,972	New	+$23.9M	7.38%	5
2021 Q1	$22.6M	Buy	880,012 +71,892	+9%	+$1.85M	8.02%	5
2020 Q4	$20.8M	Buy	+808,120	New	+$20.8M	8.17%	5

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 15.91% 1-Year Est. Return

CCA

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

WestHill Financial Advisors's SCHO Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2023, closing a stake of 110 shares — an estimated $2.63K sold.

WestHill Financial Advisors first reported a position in SCHO in Q4 2020 and held it in 7 quarters. The position peaked at $24.1M in Q4 2021. 598 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

WestHill Financial Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 110 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $2.63K.
WestHill Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 7 quarters.
WestHill Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $24.1M in Q4 2021.
598 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.