Empirical Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Empirical Wealth Management’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 Q4	–	Sell	-14,454	Closed	-$366K	–	342
2019 Q3	$366K	Buy	14,454 +4,796	+50%	+$121K	0.04%	205
2019 Q2	$244K	Buy	+9,658	New	+$243K	0.03%	228
2019 Q1	–	Sell	-8,304	Closed	-$207K	–	244
2018 Q4	$207K	Buy	+8,304	New	+$206K	0.04%	188
2018 Q1	–	Sell	-17,964	Closed	-$449K	–	174
2017 Q4	$449K	Buy	+17,964	New	+$451K	0.1%	96

Other funds holding SCHO

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

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

HCM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

EEP

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

Empirical Wealth Management's SCHO Position: Q4 2019 in Review

Empirical Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2019, closing a stake of 14,454 shares — an estimated $366K sold.

Empirical Wealth Management first reported a position in SCHO in Q4 2017 and held it in 4 quarters. The position peaked at $449K in Q4 2017. 424 funds tracked by Wall St. Rank hold SCHO as of Q4 2019.

Empirical Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2019 after selling out during the quarter.
Empirical Wealth Management sold 14,454 Schwab Short-Term US Treasury ETF shares in Q4 2019, an estimated $366K.
Empirical Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and held it in 4 quarters.
Empirical Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $449K in Q4 2017.
424 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2019.

Based on Empirical Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.