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Kabarec Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Kabarec Financial 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
2018
Q2 		$25K Hold
1,000
– – 0.02% 62
2018
Q1 		$25K Hold
1,000
– – 0.02% 59
2017
Q4 		$25K Buy
+1,000
New +$25.1K 0.02% 59

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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Kabarec Financial Advisors's SCHO Position: Q2 2018 in Review

Kabarec Financial Advisors held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2018 at 1,000 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #62.

Kabarec Financial Advisors first reported a position in SCHO in Q4 2017 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold SCHO as of Q2 2018.

  • Kabarec Financial Advisors held 1,000 shares of Schwab Short-Term US Treasury ETF worth $25K as of Q2 2018.
  • Kabarec Financial Advisors left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2018.
  • Schwab Short-Term US Treasury ETF made up 0.02% of Kabarec Financial Advisors's portfolio in Q2 2018, its #62 holding.
  • Kabarec Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and has held it in 3 quarters since.
  • 237 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.