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BB&T Investment Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

BB&T Investment Services’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
2017
Q4 		$4.51M Buy
180,146
+8,760
+5% +$220K 0.76% 23
2017
Q3 		$4.32M Buy
171,386
+32,336
+23% +$816K 0.86% 16
2017
Q2 		$3.5M Buy
139,050
+70,938
+104% +$1.79M 0.88% 12
2017
Q1 		$1.72M Buy
+68,112
New +$1.72M 0.67% 23

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
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BB&T Investment Services's SCHO Position: Q4 2017 in Review

BB&T Investment Services increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.1% in Q4 2017, buying an estimated $220K and bringing the position to 180,146 shares worth $4.51M. The position accounts for 0.76% of the portfolio, ranked #23.

BB&T Investment Services first reported a position in SCHO in Q1 2017 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold SCHO as of Q4 2017.

  • BB&T Investment Services held 180,146 shares of Schwab Short-Term US Treasury ETF worth $4.51M as of Q4 2017.
  • BB&T Investment Services bought 8,760 Schwab Short-Term US Treasury ETF shares in Q4 2017, an estimated $220K.
  • Schwab Short-Term US Treasury ETF made up 0.76% of BB&T Investment Services's portfolio in Q4 2017, its #23 holding.
  • BB&T Investment Services first reported a position in Schwab Short-Term US Treasury ETF in Q1 2017 and has held it in 4 quarters since.
  • 214 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.