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HL Financial Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

HL Financial Services’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
Q1 		$233K Buy
9,300
+1,000
+12% +$25K ﹤0.01% 673
2018
Q4 		$207K Buy
+8,300
New +$206K ﹤0.01% 684

Other funds holding SCHO

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

HL Financial Services's SCHO Position: Q1 2019 in Review

HL Financial Services increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 12% in Q1 2019, buying an estimated $25K and bringing the position to 9,300 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

HL Financial Services first reported a position in SCHO in Q4 2018 and has held it in 2 quarters since. 340 funds tracked by Wall St. Rank hold SCHO as of Q1 2019.

  • HL Financial Services held 9,300 shares of Schwab Short-Term US Treasury ETF worth $233K as of Q1 2019.
  • HL Financial Services bought 1,000 Schwab Short-Term US Treasury ETF shares in Q1 2019, an estimated $25K.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #673 holding.
  • HL Financial Services first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and has held it in 2 quarters since.
  • 340 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.