Mirador Capital Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Mirador Capital Partners’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	–	Sell	-10,790	Closed	-$268K	–	149
2018 Q1	$268K	Sell	10,790 -19,390	-64%	-$483K	0.19%	99
2017 Q4	$755K	Buy	30,180 +6,568	+28%	+$165K	0.41%	69
2017 Q3	$594K	Buy	23,612 +1,860	+9%	+$46.9K	0.35%	72
2017 Q2	$549K	Buy	21,752 +3,960	+22%	+$99.9K	0.34%	77
2017 Q1	$449K	Buy	17,792 +5,436	+44%	+$137K	0.33%	77
2016 Q4	$311K	Buy	+12,356	New	+$312K	0.25%	92

Other funds holding SCHO

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

QCMNJ

Quantum Capital Management (New Jersey) Northfield, New Jersey $798M AUM 8.86% 1-Year Est. Return

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

HCM

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Mirador Capital Partners's SCHO Position: Q2 2018 in Review

Mirador Capital Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2018, closing a stake of 10,790 shares — an estimated $268K sold.

Mirador Capital Partners first reported a position in SCHO in Q4 2016 and held it in 6 quarters. The position peaked at $755K in Q4 2017. 237 funds tracked by Wall St. Rank hold SCHO as of Q2 2018.

Mirador Capital Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2018 after selling out during the quarter.
Mirador Capital Partners sold 10,790 Schwab Short-Term US Treasury ETF shares in Q2 2018, an estimated $268K.
Mirador Capital Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2016 and held it in 6 quarters.
Mirador Capital Partners's Schwab Short-Term US Treasury ETF position peaked at $755K in Q4 2017.
237 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2018.

Based on Mirador Capital Partners's 13F filing for Q2 2018, filed 8 Aug 2018.