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Ancora Family Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Ancora Family Wealth 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
2016
Q3 		– Sell
-9,000
Closed -$229K – 215
2016
Q2 		$229K Buy
+9,000
New +$228K 0.09% 169

Other funds holding SCHO

Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
KKAMG
Kernodle & Katon Asset Management Group Searcy, Arkansas $167M AUM 10.03% 1-Year Est. Return
QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $798M AUM 8.86% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.33B AUM 29.71% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Ancora Family Wealth Advisors's SCHO Position: Q3 2016 in Review

Ancora Family Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2016, closing a stake of 9,000 shares — an estimated $229K sold.

Ancora Family Wealth Advisors first reported a position in SCHO in Q2 2016 and held it in 1 quarter. The position peaked at $229K in Q2 2016. 124 funds tracked by Wall St. Rank hold SCHO as of Q3 2016.

  • Ancora Family Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2016 after selling out during the quarter.
  • Ancora Family Wealth Advisors sold 9,000 Schwab Short-Term US Treasury ETF shares in Q3 2016, an estimated $229K.
  • Ancora Family Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2016 and held it in 1 quarter.
  • Ancora Family Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $229K in Q2 2016.
  • 124 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.