GFS Private Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

GFS Private Wealth’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
2017 Q4	$310K	Buy	+12,400	New	+$311K	0.11%	47

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

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

QCMNJ

Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GFS Private Wealth's SCHO Position: Q4 2017 in Review

GFS Private Wealth opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q4 2017: 12,400 shares worth $310K. The stake represents 0.11% of the portfolio and ranks #47 among its holdings.

214 funds tracked by Wall St. Rank hold SCHO as of Q4 2017.

GFS Private Wealth held 12,400 shares of Schwab Short-Term US Treasury ETF worth $310K as of Q4 2017.
Schwab Short-Term US Treasury ETF was a new GFS Private Wealth position in Q4 2017.
Schwab Short-Term US Treasury ETF made up 0.11% of GFS Private Wealth's portfolio in Q4 2017, its #47 holding.
214 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.