Mountain Capital Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Mountain Capital Investment 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
2019 Q4	–	Sell	-287,932	Closed	-$7.28M	–	54
2019 Q3	$7.28M	Sell	287,932 -8,104	-3%	-$205K	6.44%	7
2019 Q2	$7.49M	Buy	296,036 +42,068	+17%	+$1.06M	7.03%	4
2019 Q1	$6.37M	Buy	+253,968	New	+$6.34M	6.86%	4

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EEP

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

Mountain Capital Investment Advisors's SCHO Position: Q4 2019 in Review

Mountain Capital Investment Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2019, closing a stake of 287,932 shares — an estimated $7.28M sold.

Mountain Capital Investment Advisors first reported a position in SCHO in Q1 2019 and held it in 3 quarters. The position peaked at $7.49M in Q2 2019. 424 funds tracked by Wall St. Rank hold SCHO as of Q4 2019.

Mountain Capital Investment Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2019 after selling out during the quarter.
Mountain Capital Investment Advisors sold 287,932 Schwab Short-Term US Treasury ETF shares in Q4 2019, an estimated $7.28M.
Mountain Capital Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and held it in 3 quarters.
Mountain Capital Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $7.49M in Q2 2019.
424 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2019.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2019, filed 9 Jan 2020.