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Fiduciary Planning’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Fiduciary Planning’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
2020
Q1 		– Sell
-42,202
Closed -$1.07M – 68
2019
Q4 		$1.07M Buy
+42,202
New +$1.07M 0.99% 18

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $351M AUM 17.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fiduciary Planning's SCHO Position: Q1 2020 in Review

Fiduciary Planning sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2020, closing a stake of 42,202 shares — an estimated $1.07M sold.

Fiduciary Planning first reported a position in SCHO in Q4 2019 and held it in 1 quarter. The position peaked at $1.07M in Q4 2019. 457 funds tracked by Wall St. Rank hold SCHO as of Q1 2020.

  • Fiduciary Planning reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2020 after selling out during the quarter.
  • Fiduciary Planning sold 42,202 Schwab Short-Term US Treasury ETF shares in Q1 2020, an estimated $1.07M.
  • Fiduciary Planning first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 1 quarter.
  • Fiduciary Planning's Schwab Short-Term US Treasury ETF position peaked at $1.07M in Q4 2019.
  • 457 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2020.

Based on Fiduciary Planning's 13F filing for Q1 2020, filed 8 May 2020.