IAA
SCHO icon

Ironsides Asset Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Ironsides Asset 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
2016
Q4 		– Sell
-14,000
Closed -$356K – 159
2016
Q3 		$356K Hold
14,000
– – 0.1% 127
2016
Q2 		$357K Buy
+14,000
New +$355K 0.11% 111

Other funds holding SCHO

LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
KKAMG
Kernodle & Katon Asset Management Group Searcy, Arkansas $167M AUM 10.02% 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
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Ironsides Asset Advisors's SCHO Position: Q4 2016 in Review

Ironsides Asset Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2016, closing a stake of 14,000 shares — an estimated $356K sold.

Ironsides Asset Advisors first reported a position in SCHO in Q2 2016 and held it in 2 quarters. The position peaked at $357K in Q2 2016. 138 funds tracked by Wall St. Rank hold SCHO as of Q4 2016.

  • Ironsides Asset Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2016 after selling out during the quarter.
  • Ironsides Asset Advisors sold 14,000 Schwab Short-Term US Treasury ETF shares in Q4 2016, an estimated $356K.
  • Ironsides Asset Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2016 and held it in 2 quarters.
  • Ironsides Asset Advisors's Schwab Short-Term US Treasury ETF position peaked at $357K in Q2 2016.
  • 138 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2016.

Based on Ironsides Asset Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.