MYCIO Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

MYCIO Wealth 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 Q1	–	Sell	-8,000	Closed	-$200K	–	260
2017 Q4	$200K	Hold	8,000	–	–	0.02%	234
2017 Q3	$202K	Hold	8,000	–	–	0.02%	229
2017 Q2	$202K	Buy	+8,000	New	+$202K	0.02%	220
2013 Q3	–	Sell	-2,960	Closed	-$75K	–	559
2013 Q2	$75K	Buy	+2,960	New	+$74.8K	0.02%	193

Other funds holding SCHO

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UCFA

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIM

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

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

MYCIO Wealth Partners's SCHO Position: Q1 2018 in Review

MYCIO Wealth Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2018, closing a stake of 8,000 shares — an estimated $200K sold.

MYCIO Wealth Partners first reported a position in SCHO in Q2 2013 and held it in 4 quarters. The position peaked at $202K in Q3 2017. 227 funds tracked by Wall St. Rank hold SCHO as of Q1 2018.

MYCIO Wealth Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2018 after selling out during the quarter.
MYCIO Wealth Partners sold 8,000 Schwab Short-Term US Treasury ETF shares in Q1 2018, an estimated $200K.
MYCIO Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q2 2013 and held it in 4 quarters.
MYCIO Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $202K in Q3 2017.
227 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2018.

Based on MYCIO Wealth Partners's 13F filing for Q1 2018, filed 27 Apr 2018.