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Burleson & Co’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Burleson & Co’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
Q2 		– Sell
-19,462
Closed -$485K – 110
2018
Q1 		$485K Sell
19,462
-3,006
-13% -$74.9K 0.32% 71
2017
Q4 		$562K Buy
+22,468
New +$564K 0.36% 72

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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Burleson & Co's SCHO Position: Q2 2018 in Review

Burleson & Co sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2018, closing a stake of 19,462 shares — an estimated $485K sold.

Burleson & Co first reported a position in SCHO in Q4 2017 and held it in 2 quarters. The position peaked at $562K in Q4 2017. 237 funds tracked by Wall St. Rank hold SCHO as of Q2 2018.

  • Burleson & Co reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2018 after selling out during the quarter.
  • Burleson & Co sold 19,462 Schwab Short-Term US Treasury ETF shares in Q2 2018, an estimated $485K.
  • Burleson & Co first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and held it in 2 quarters.
  • Burleson & Co's Schwab Short-Term US Treasury ETF position peaked at $562K in Q4 2017.
  • 237 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2018.

Based on Burleson & Co's 13F filing for Q2 2018, filed 31 Jul 2018.