Janney Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Janney Capital Management’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	–	Sell	-8,042	Closed	-$201K	–	215
2018 Q4	$201K	Sell	8,042 -1,770	-18%	-$43.9K	0.01%	194
2018 Q3	$243K	Hold	9,812	–	–	0.01%	200
2018 Q2	$244K	Sell	9,812 -2,162	-18%	-$53.7K	0.01%	193
2018 Q1	$298K	Sell	11,974 -1,624	-12%	-$40.5K	0.01%	177
2017 Q4	$340K	Hold	13,598	–	–	0.01%	173
2017 Q3	$342K	Buy	+13,598	New	+$343K	0.01%	175

Other funds holding SCHO

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Janney Capital Management's SCHO Position: Q1 2019 in Review

Janney Capital Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2019, closing a stake of 8,042 shares — an estimated $201K sold.

Janney Capital Management first reported a position in SCHO in Q3 2017 and held it in 6 quarters. The position peaked at $342K in Q3 2017. 340 funds tracked by Wall St. Rank hold SCHO as of Q1 2019.

Janney Capital Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2019 after selling out during the quarter.
Janney Capital Management sold 8,042 Schwab Short-Term US Treasury ETF shares in Q1 2019, an estimated $201K.
Janney Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2017 and held it in 6 quarters.
Janney Capital Management's Schwab Short-Term US Treasury ETF position peaked at $342K in Q3 2017.
340 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2019.

Based on Janney Capital Management's 13F filing for Q1 2019, filed 30 Apr 2019.