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Altium Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Altium Wealth Management’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
-9,328
Closed -$232K – 314
2018
Q2 		$232K Buy
+9,328
New +$232K 0.06% 222

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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

Altium Wealth Management's SCHO Position: Q3 2018 in Review

Altium Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2018, closing a stake of 9,328 shares — an estimated $232K sold.

Altium Wealth Management first reported a position in SCHO in Q2 2018 and held it in 1 quarter. The position peaked at $232K in Q2 2018. 252 funds tracked by Wall St. Rank hold SCHO as of Q3 2018.

  • Altium Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2018 after selling out during the quarter.
  • Altium Wealth Management sold 9,328 Schwab Short-Term US Treasury ETF shares in Q3 2018, an estimated $232K.
  • Altium Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2018 and held it in 1 quarter.
  • Altium Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $232K in Q2 2018.
  • 252 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2018.

Based on Altium Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.