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Eagle Capital Management (Louisiana)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Eagle Capital Management (Louisiana)’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
Q1 		– Sell
-267,344
Closed -$6.69M – 44
2017
Q4 		$6.69M Sell
267,344
-10,060
-4% -$253K 3.6% 7
2017
Q3 		$6.99M Sell
277,404
-26,902
-9% -$679K 3.99% 7
2017
Q2 		$7.67M Buy
304,306
+20,278
+7% +$512K 4.57% 5
2017
Q1 		$7.17M Buy
284,028
+27,896
+11% +$703K 4.4% 6
2016
Q4 		$6.46M Sell
256,132
-90,594
-26% -$2.29M 4.23% 5
2016
Q3 		$8.8M Sell
346,726
-147,192
-30% -$3.74M 6.53% 1
2016
Q2 		$12.6M Sell
493,918
-9,328
-2% -$237K 13.87% 1
2016
Q1 		$12.8M Sell
503,246
-1,026
-0.2% -$26K 12.81% 1
2015
Q4 		$12.7M Buy
504,272
+11,306
+2% +$286K 12.48% 1
2015
Q3 		$12.5M Sell
492,966
-100,022
-17% -$2.54M 14.73% 1
2015
Q2 		$15M Sell
592,988
-279,842
-32% -$7.1M 8.72% 1
2015
Q1 		$22.1M Sell
872,830
-61,042
-7% -$1.55M 11.71% 1
2014
Q4 		$23.6M Buy
933,872
+67,338
+8% +$1.71M 9.47% 1
2014
Q3 		$21.9M Sell
866,534
-11,160
-1% -$282K 8.36% 1
2014
Q2 		$22.2M Buy
877,694
+17,308
+2% +$438K 8.33% 1
2014
Q1 		$21.7M Buy
860,386
+391,224
+83% +$9.89M 8.51% 1
2013
Q4 		$11.9M Buy
+469,162
New +$11.9M 5.12% 5

Other funds holding SCHO

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
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
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Eagle Capital Management (Louisiana)'s SCHO Position: Q1 2018 in Review

Eagle Capital Management (Louisiana) sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2018, closing a stake of 267,344 shares — an estimated $6.69M sold.

Eagle Capital Management (Louisiana) first reported a position in SCHO in Q4 2013 and held it in 17 quarters. The position peaked at $23.6M in Q4 2014. 227 funds tracked by Wall St. Rank hold SCHO as of Q1 2018.

  • Eagle Capital Management (Louisiana) reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2018 after selling out during the quarter.
  • Eagle Capital Management (Louisiana) sold 267,344 Schwab Short-Term US Treasury ETF shares in Q1 2018, an estimated $6.69M.
  • Eagle Capital Management (Louisiana) first reported a position in Schwab Short-Term US Treasury ETF in Q4 2013 and held it in 17 quarters.
  • Eagle Capital Management (Louisiana)'s Schwab Short-Term US Treasury ETF position peaked at $23.6M in Q4 2014.
  • 227 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2018.

Based on Eagle Capital Management (Louisiana)'s 13F filing for Q1 2018, filed 9 Apr 2018.