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Edge Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Edge 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
2018
Q2 		$23K Buy
956
+4
+0.4% +$99 ﹤0.01% 621
2018
Q1 		$23K Buy
952
+2
+0.2% +$50 ﹤0.01% 629
2017
Q4 		$23K Buy
950
+4
+0.4% +$100 ﹤0.01% 658
2017
Q3 		$23K Sell
946
-260
-22% -$6.56K ﹤0.01% 638
2017
Q2 		$30K Buy
1,206
+2
+0.2% +$50 ﹤0.01% 595
2017
Q1 		$30K Buy
1,204
+2
+0.2% +$50 ﹤0.01% 608
2016
Q4 		$30K Buy
+1,202
New +$30.4K ﹤0.01% 557

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 $1.32B AUM 15.59% 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

Edge Advisors's SCHO Position: Q2 2018 in Review

Edge Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.42% in Q2 2018, buying an estimated $99 and bringing the position to 956 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Edge Advisors first reported a position in SCHO in Q4 2016 and has held it in 7 quarters since. The position peaked at $30K in Q2 2017. 237 funds tracked by Wall St. Rank hold SCHO as of Q2 2018.

  • Edge Advisors held 956 shares of Schwab Short-Term US Treasury ETF worth $23K as of Q2 2018.
  • Edge Advisors bought 4 Schwab Short-Term US Treasury ETF shares in Q2 2018, an estimated $99.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #621 holding.
  • Edge Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Schwab Short-Term US Treasury ETF position peaked at $30K in Q2 2017.
  • 237 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.