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1834 Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

1834 Investment 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
2018
Q3 		– Sell
-606
Closed -$15K – 423
2018
Q2 		$15K Sell
606
-3,082
-84% -$76.6K ﹤0.01% 349
2018
Q1 		$92K Sell
3,688
-906
-20% -$22.6K 0.02% 227
2017
Q4 		$115K Buy
+4,594
New +$115K 0.02% 224

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $798M AUM 8.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

1834 Investment Advisors's SCHO Position: Q3 2018 in Review

1834 Investment Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2018, closing a stake of 606 shares — an estimated $15K sold.

1834 Investment Advisors first reported a position in SCHO in Q4 2017 and held it in 3 quarters. The position peaked at $115K in Q4 2017. 252 funds tracked by Wall St. Rank hold SCHO as of Q3 2018.

  • 1834 Investment Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2018 after selling out during the quarter.
  • 1834 Investment Advisors sold 606 Schwab Short-Term US Treasury ETF shares in Q3 2018, an estimated $15K.
  • 1834 Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and held it in 3 quarters.
  • 1834 Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $115K in Q4 2017.
  • 252 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2018.

Based on 1834 Investment Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.