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Dowling & Yahnke’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Dowling & Yahnke’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
-16,230
Closed -$407K – 298
2019
Q1 		$407K Sell
16,230
-40,790
-72% -$1.02M 0.04% 214
2018
Q4 		$1.42M Buy
57,020
+25,900
+83% +$642K 0.15% 146
2018
Q3 		$771K Buy
+31,120
New +$772K 0.07% 201

Other funds holding SCHO

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IA
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
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Dowling & Yahnke's SCHO Position: Q2 2019 in Review

Dowling & Yahnke sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2019, closing a stake of 16,230 shares — an estimated $407K sold.

Dowling & Yahnke first reported a position in SCHO in Q3 2018 and held it in 3 quarters. The position peaked at $1.42M in Q4 2018. 345 funds tracked by Wall St. Rank hold SCHO as of Q2 2019.

  • Dowling & Yahnke reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2019 after selling out during the quarter.
  • Dowling & Yahnke sold 16,230 Schwab Short-Term US Treasury ETF shares in Q2 2019, an estimated $407K.
  • Dowling & Yahnke first reported a position in Schwab Short-Term US Treasury ETF in Q3 2018 and held it in 3 quarters.
  • Dowling & Yahnke's Schwab Short-Term US Treasury ETF position peaked at $1.42M in Q4 2018.
  • 345 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2019.

Based on Dowling & Yahnke's 13F filing for Q2 2019, filed 22 Jul 2019.