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Baldwin Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-1,616
Closed -$40K – 536
2018
Q3 		$40K Buy
+1,616
New +$40.1K 0.01% 340

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EEP
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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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Baldwin Wealth Partners's SCHO Position: Q4 2018 in Review

Baldwin Wealth Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2018, closing a stake of 1,616 shares — an estimated $40K sold.

Baldwin Wealth Partners first reported a position in SCHO in Q3 2018 and held it in 1 quarter. The position peaked at $40K in Q3 2018. 307 funds tracked by Wall St. Rank hold SCHO as of Q4 2018.

  • Baldwin Wealth Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,616 Schwab Short-Term US Treasury ETF shares in Q4 2018, an estimated $40K.
  • Baldwin Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q3 2018 and held it in 1 quarter.
  • Baldwin Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $40K in Q3 2018.
  • 307 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2018.

Based on Baldwin Wealth Partners's 13F filing for Q4 2018, filed 1 Feb 2019.