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

Capital Directions 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
2017
Q3 		– Sell
-452
Closed -$11K – 115
2017
Q2 		$11K Buy
+452
New +$11.4K ﹤0.01% 85
2014
Q1 		– Sell
-1,190
Closed -$30K – 61
2013
Q4 		$30K Sell
1,190
-1,190
-50% -$30.1K 0.01% 50
2013
Q3 		$60K Hold
2,380
– – 0.03% 45
2013
Q2 		$60K Buy
+2,380
New +$60.1K 0.03% 46

Other funds holding SCHO

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
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Capital Directions Investment Advisors's SCHO Position: Q3 2017 in Review

Capital Directions Investment Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2017, closing a stake of 452 shares — an estimated $11K sold.

Capital Directions Investment Advisors first reported a position in SCHO in Q2 2013 and held it in 4 quarters. The position peaked at $60K in Q3 2013. 170 funds tracked by Wall St. Rank hold SCHO as of Q3 2017.

  • Capital Directions Investment Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2017 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 452 Schwab Short-Term US Treasury ETF shares in Q3 2017, an estimated $11K.
  • Capital Directions Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2013 and held it in 4 quarters.
  • Capital Directions Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $60K in Q3 2013.
  • 170 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2017.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.