Marshall Financial Group (Pennsylvania)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Marshall Financial Group (Pennsylvania)’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 Q3	–	Sell	-9,960	Closed	-$252K	–	50
2019 Q2	$252K	Buy	9,960 +12	+0.1%	+$301	0.19%	45
2019 Q1	$250K	Buy	9,948 +6	+0.1%	+$150	0.2%	44
2018 Q4	$248K	Buy	+9,942	New	+$247K	0.24%	42

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

SFSG

Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s SCHO Position: Q3 2019 in Review

Marshall Financial Group (Pennsylvania) sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2019, closing a stake of 9,960 shares — an estimated $252K sold.

Marshall Financial Group (Pennsylvania) first reported a position in SCHO in Q4 2018 and held it in 3 quarters. The position peaked at $252K in Q2 2019. 368 funds tracked by Wall St. Rank hold SCHO as of Q3 2019.

Marshall Financial Group (Pennsylvania) reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2019 after selling out during the quarter.
Marshall Financial Group (Pennsylvania) sold 9,960 Schwab Short-Term US Treasury ETF shares in Q3 2019, an estimated $252K.
Marshall Financial Group (Pennsylvania) first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 3 quarters.
Marshall Financial Group (Pennsylvania)'s Schwab Short-Term US Treasury ETF position peaked at $252K in Q2 2019.
368 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2019.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2019, filed 30 Oct 2019.