Hochman Cole Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Hochman Cole Investment Advisors’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	-9,066	Closed	-$229K	–	115
2019 Q3	$229K	Sell	9,066 -22,220	-71%	-$562K	0.14%	99
2019 Q2	$791K	Sell	31,286 -266	-0.8%	-$6.68K	0.47%	48
2019 Q1	$792K	Sell	31,552 -2,084	-6%	-$52K	0.47%	49
2018 Q4	$839K	Sell	33,636 -8,552	-20%	-$212K	0.58%	40
2018 Q3	$1.05M	Sell	42,188 -620	-1%	-$15.4K	0.65%	35
2018 Q2	$1.06M	Buy	42,808 +166	+0.4%	+$4.12K	0.7%	35
2018 Q1	$1.06M	Sell	42,642 -1,454	-3%	-$36.2K	0.74%	34
2017 Q4	$1.1M	Sell	44,096 -11,108	-20%	-$279K	0.69%	37
2017 Q3	$1.39M	Buy	55,204 +29,804	+117%	+$752K	0.91%	32
2017 Q2	$640K	Buy	+25,400	New	+$641K	0.44%	48

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

Hochman Cole Investment Advisors's SCHO Position: Q4 2019 in Review

Hochman Cole Investment Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2019, closing a stake of 9,066 shares — an estimated $229K sold.

Hochman Cole Investment Advisors first reported a position in SCHO in Q2 2017 and held it in 10 quarters. The position peaked at $1.39M in Q3 2017. 424 funds tracked by Wall St. Rank hold SCHO as of Q4 2019.

Hochman Cole Investment Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2019 after selling out during the quarter.
Hochman Cole Investment Advisors sold 9,066 Schwab Short-Term US Treasury ETF shares in Q4 2019, an estimated $229K.
Hochman Cole Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2017 and held it in 10 quarters.
Hochman Cole Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.39M in Q3 2017.
424 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2019.

Based on Hochman Cole Investment Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.