NEXT Financial Holdings’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

NEXT Financial Holdings’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 Q1	$25.8M	Buy	+1,029,240	New	+$25.7M	6.54%	3

Other funds holding SCHO

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

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

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

HCM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

EEP

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

NEXT Financial Holdings's SCHO Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q1 2019: 1,029,240 shares worth $25.8M. The stake represents 6.54% of the portfolio and ranks #3 among its holdings.

340 funds tracked by Wall St. Rank hold SCHO as of Q1 2019.

NEXT Financial Holdings held 1,029,240 shares of Schwab Short-Term US Treasury ETF worth $25.8M as of Q1 2019.
Schwab Short-Term US Treasury ETF was a new NEXT Financial Holdings position in Q1 2019.
Schwab Short-Term US Treasury ETF made up 6.54% of NEXT Financial Holdings's portfolio in Q1 2019, its #3 holding.
340 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.