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American Economic Planning Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

American Economic Planning Group’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
2019
Q3 		$18.5M Sell
733,740
-2,674
-0.4% -$67.6K 5.06% 7
2019
Q2 		$18.6M Buy
736,414
+317,656
+76% +$7.98M 5.62% 6
2019
Q1 		$10.5M Buy
+418,758
New +$10.5M 3.28% 6

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
SFSG
Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return

American Economic Planning Group's SCHO Position: Q3 2019 in Review

American Economic Planning Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.36% in Q3 2019, selling an estimated $67.6K and leaving 733,740 shares worth $18.5M. The position accounts for 5.06% of the portfolio, ranked #7.

American Economic Planning Group first reported a position in SCHO in Q1 2019 and has held it in 3 quarters since. The position peaked at $18.6M in Q2 2019. 368 funds tracked by Wall St. Rank hold SCHO as of Q3 2019.

  • American Economic Planning Group held 733,740 shares of Schwab Short-Term US Treasury ETF worth $18.5M as of Q3 2019.
  • American Economic Planning Group sold 2,674 Schwab Short-Term US Treasury ETF shares in Q3 2019, an estimated $67.6K.
  • Schwab Short-Term US Treasury ETF made up 5.06% of American Economic Planning Group's portfolio in Q3 2019, its #7 holding.
  • American Economic Planning Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 3 quarters since.
  • American Economic Planning Group's Schwab Short-Term US Treasury ETF position peaked at $18.6M in Q2 2019.
  • 368 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.