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Hoertkorn Richard Charles’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Hoertkorn Richard Charles’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
-700
Closed -$18K – 87
2019
Q3 		$18K Buy
+700
New +$17.7K 0.01% 71

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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HCM
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
PAG
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
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
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Hoertkorn Richard Charles's SCHO Position: Q4 2019 in Review

Hoertkorn Richard Charles sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2019, closing a stake of 700 shares — an estimated $18K sold.

Hoertkorn Richard Charles first reported a position in SCHO in Q3 2019 and held it in 1 quarter. The position peaked at $18K in Q3 2019. 424 funds tracked by Wall St. Rank hold SCHO as of Q4 2019.

  • Hoertkorn Richard Charles reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2019 after selling out during the quarter.
  • Hoertkorn Richard Charles sold 700 Schwab Short-Term US Treasury ETF shares in Q4 2019, an estimated $18K.
  • Hoertkorn Richard Charles first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and held it in 1 quarter.
  • Hoertkorn Richard Charles's Schwab Short-Term US Treasury ETF position peaked at $18K in Q3 2019.
  • 424 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2019.

Based on Hoertkorn Richard Charles's 13F filing for Q4 2019, filed 29 Jan 2020.