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Whitegate Investment Counselors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Whitegate Investment Counselors’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
2021
Q4 		– Sell
-52,128
Closed -$1.33M – 179
2021
Q3 		$1.33M Sell
52,128
-6,146
-11% -$157K 0.19% 99
2021
Q2 		$1.49M Sell
58,274
-2,742
-4% -$70.3K 0.21% 94
2021
Q1 		$1.56M Buy
61,016
+14,804
+32% +$380K 0.24% 88
2020
Q4 		$1.19M Buy
46,212
+1,438
+3% +$37K 0.19% 95
2020
Q3 		$1.15M Buy
44,774
+1,444
+3% +$37.2K 0.21% 92
2020
Q2 		$1.12M Buy
43,330
+6,540
+18% +$169K 0.22% 88
2020
Q1 		$952K Buy
36,790
+3,816
+12% +$97.2K 0.23% 90
2019
Q4 		$832K Buy
32,974
+2,078
+7% +$52.5K 0.15% 113
2019
Q3 		$782K Buy
30,896
+538
+2% +$13.6K 0.15% 113
2019
Q2 		$768K Buy
30,358
+5,284
+21% +$133K 0.15% 111
2019
Q1 		$629K Buy
25,074
+10,190
+68% +$254K 0.13% 122
2018
Q4 		$371K Buy
+14,884
New +$369K 0.09% 142

Other funds holding SCHO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Whitegate Investment Counselors's SCHO Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2021, closing a stake of 52,128 shares — an estimated $1.33M sold.

Whitegate Investment Counselors first reported a position in SCHO in Q4 2018 and held it in 12 quarters. The position peaked at $1.56M in Q1 2021. 521 funds tracked by Wall St. Rank hold SCHO as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 52,128 Schwab Short-Term US Treasury ETF shares in Q4 2021, an estimated $1.33M.
  • Whitegate Investment Counselors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 12 quarters.
  • Whitegate Investment Counselors's Schwab Short-Term US Treasury ETF position peaked at $1.56M in Q1 2021.
  • 521 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.