Accurate Investment Solutions’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Accurate Investment Solutions’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
2020 Q1	–	Sell	-150	Closed	-$4K	–	496
2019 Q4	$4K	Hold	150	–	–	﹤0.01%	354
2019 Q3	$4K	Hold	150	–	–	﹤0.01%	297
2019 Q2	$4K	Hold	150	–	–	﹤0.01%	302
2019 Q1	$4K	Hold	150	–	–	﹤0.01%	287
2018 Q4	$4K	Hold	150	–	–	﹤0.01%	254
2018 Q3	$4K	Hold	150	–	–	﹤0.01%	295
2018 Q2	$4K	Hold	150	–	–	﹤0.01%	362
2018 Q1	$4K	Hold	150	–	–	﹤0.01%	350
2017 Q4	$4K	Hold	150	–	–	﹤0.01%	344
2017 Q3	$4K	Hold	150	–	–	﹤0.01%	347
2017 Q2	$4K	Sell	150 -5,376	-97%	-$136K	﹤0.01%	275
2017 Q1	$139K	Buy	5,526 +5,376	+3,584%	+$136K	0.11%	64
2016 Q4	$4K	Hold	150	–	–	﹤0.01%	238
2016 Q3	$4K	Hold	150	–	–	﹤0.01%	227
2016 Q2	$4K	Hold	150	–	–	﹤0.01%	227
2016 Q1	$4K	Hold	150	–	–	﹤0.01%	313
2015 Q4	$4K	Buy	+150	New	+$3.8K	﹤0.01%	246

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $351M AUM 17.99% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Accurate Investment Solutions's SCHO Position: Q1 2020 in Review

Accurate Investment Solutions sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2020, closing a stake of 150 shares — an estimated $4K sold.

Accurate Investment Solutions first reported a position in SCHO in Q4 2015 and held it in 17 quarters. The position peaked at $139K in Q1 2017. 457 funds tracked by Wall St. Rank hold SCHO as of Q1 2020.

Accurate Investment Solutions reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2020 after selling out during the quarter.
Accurate Investment Solutions sold 150 Schwab Short-Term US Treasury ETF shares in Q1 2020, an estimated $4K.
Accurate Investment Solutions first reported a position in Schwab Short-Term US Treasury ETF in Q4 2015 and held it in 17 quarters.
Accurate Investment Solutions's Schwab Short-Term US Treasury ETF position peaked at $139K in Q1 2017.
457 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2020.

Based on Accurate Investment Solutions's 13F filing for Q1 2020, filed 22 Apr 2020.