Claraphi Advisory Network’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-25,016	Closed	-$628K	–	266
2019 Q1	$628K	Sell	25,016 -286	-1%	-$7.14K	0.39%	58
2018 Q4	$631K	Buy	+25,302	New	+$627K	0.48%	54

Other funds holding SCHO

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Claraphi Advisory Network's SCHO Position: Q2 2019 in Review

Claraphi Advisory Network sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2019, closing a stake of 25,016 shares — an estimated $628K sold.

Claraphi Advisory Network first reported a position in SCHO in Q4 2018 and held it in 2 quarters. The position peaked at $631K in Q4 2018. 345 funds tracked by Wall St. Rank hold SCHO as of Q2 2019.

Claraphi Advisory Network reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2019 after selling out during the quarter.
Claraphi Advisory Network sold 25,016 Schwab Short-Term US Treasury ETF shares in Q2 2019, an estimated $628K.
Claraphi Advisory Network first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 2 quarters.
Claraphi Advisory Network's Schwab Short-Term US Treasury ETF position peaked at $631K in Q4 2018.
345 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2019.

Based on Claraphi Advisory Network's 13F filing for Q2 2019, filed 29 Jul 2019.