Whitaker-Myers Wealth Managers’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Whitaker-Myers Wealth Managers’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	-15,360	Closed	-$368K	–	92
2023 Q3	$368K	Sell	15,360 -6,914	-31%	-$166K	0.23%	56
2023 Q2	$535K	Buy	22,274 +22	+0.1%	+$533	0.36%	43
2023 Q1	$543K	Buy	22,252 +1,070	+5%	+$25.9K	0.42%	42
2022 Q4	$511K	Buy	+21,182	New	+$511K	0.49%	42

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

Whitaker-Myers Wealth Managers's SCHO Position: Q4 2023 in Review

Whitaker-Myers Wealth Managers sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2023, closing a stake of 15,360 shares — an estimated $368K sold.

Whitaker-Myers Wealth Managers first reported a position in SCHO in Q4 2022 and held it in 4 quarters. The position peaked at $543K in Q1 2023. 598 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

Whitaker-Myers Wealth Managers reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 15,360 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $368K.
Whitaker-Myers Wealth Managers first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 4 quarters.
Whitaker-Myers Wealth Managers's Schwab Short-Term US Treasury ETF position peaked at $543K in Q1 2023.
598 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q4 2023, filed 12 Jan 2024.