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BHK Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

BHK Investment 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
2019
Q4 		– Sell
-86,442
Closed -$2.19M – 76
2019
Q3 		$2.19M Sell
86,442
-754
-0.9% -$19.1K 1.26% 17
2019
Q2 		$2.21M Sell
87,196
-16,312
-16% -$410K 1.25% 18
2019
Q1 		$2.6M Buy
+103,508
New +$2.58M 1.58% 16

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

BHK Investment Advisors's SCHO Position: Q4 2019 in Review

BHK Investment Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2019, closing a stake of 86,442 shares — an estimated $2.19M sold.

BHK Investment Advisors first reported a position in SCHO in Q1 2019 and held it in 3 quarters. The position peaked at $2.6M in Q1 2019. 424 funds tracked by Wall St. Rank hold SCHO as of Q4 2019.

  • BHK Investment Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2019 after selling out during the quarter.
  • BHK Investment Advisors sold 86,442 Schwab Short-Term US Treasury ETF shares in Q4 2019, an estimated $2.19M.
  • BHK Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and held it in 3 quarters.
  • BHK Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.6M in Q1 2019.
  • 424 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2019.

Based on BHK Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.