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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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