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

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

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

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

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

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

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return