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Bridgeworth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bridgeworth’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
Q3 		– Sell
-1,050
Closed -$26K – 456
2018
Q2 		$26K Buy
+1,050
New +$26.1K 0.01% 353

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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $798M AUM 8.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bridgeworth's SCHO Position: Q3 2018 in Review

Bridgeworth sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2018, closing a stake of 1,050 shares — an estimated $26K sold.

Bridgeworth first reported a position in SCHO in Q2 2018 and held it in 1 quarter. The position peaked at $26K in Q2 2018. 252 funds tracked by Wall St. Rank hold SCHO as of Q3 2018.

  • Bridgeworth reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 1,050 Schwab Short-Term US Treasury ETF shares in Q3 2018, an estimated $26K.
  • Bridgeworth first reported a position in Schwab Short-Term US Treasury ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's Schwab Short-Term US Treasury ETF position peaked at $26K in Q2 2018.
  • 252 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.