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

Advisors Preferred’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
-14,300
Closed -$356K – 253
2018
Q2 		$356K Buy
+14,300
New +$355K 0.16% 56

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $109B AUM 21.36% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $16.3B AUM 16.34% 1-Year Est. Return
QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisors Preferred's SCHO Position: Q3 2018 in Review

Advisors Preferred sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2018, closing a stake of 14,300 shares — an estimated $356K sold.

Advisors Preferred first reported a position in SCHO in Q2 2018 and held it in 1 quarter. The position peaked at $356K in Q2 2018. 252 funds tracked by Wall St. Rank hold SCHO as of Q3 2018.

  • Advisors Preferred reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2018 after selling out during the quarter.
  • Advisors Preferred sold 14,300 Schwab Short-Term US Treasury ETF shares in Q3 2018, an estimated $356K.
  • Advisors Preferred first reported a position in Schwab Short-Term US Treasury ETF in Q2 2018 and held it in 1 quarter.
  • Advisors Preferred's Schwab Short-Term US Treasury ETF position peaked at $356K in Q2 2018.
  • 252 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2018.

Based on Advisors Preferred's 13F filing for Q3 2018, filed 25 Oct 2018.