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

BB&T Securities’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 		$5.63M Buy
222,334
+6,168
+3% +$156K 0.05% 369
2019
Q2 		$5.47M Buy
216,166
+5,638
+3% +$142K 0.05% 374
2019
Q1 		$5.28M Sell
210,528
-5,754
-3% -$144K 0.05% 374
2018
Q4 		$5.4M Buy
216,282
+13,646
+7% +$338K 0.06% 345
2018
Q3 		$5.02M Sell
202,636
-26,356
-12% -$654K 0.05% 393
2018
Q2 		$5.69M Buy
228,992
+11,048
+5% +$274K 0.06% 367
2018
Q1 		$5.43M Buy
217,944
+185,010
+562% +$4.61M 0.06% 358
2017
Q4 		$823K Buy
32,934
+4,474
+16% +$112K 0.01% 813
2017
Q3 		$717K Sell
28,460
-1,114
-4% -$28.1K 0.01% 860
2017
Q2 		$745K Buy
+29,574
New +$746K 0.01% 845

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 $93.1B 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 $431B 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 $638M AUM 11.66% 1-Year Est. Return