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Norway Savings Bank’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Norway Savings Bank’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
-3,200
Closed -$80K – 261
2017
Q4 		$80K Hold
3,200
– – 0.08% 140
2017
Q3 		$81K Sell
3,200
-270
-8% -$6.81K 0.08% 141
2017
Q2 		$87K Buy
+3,470
New +$87.6K 0.08% 136

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IA
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QCMNJ
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Norway Savings Bank's SCHO Position: Q1 2018 in Review

Norway Savings Bank sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2018, closing a stake of 3,200 shares — an estimated $80K sold.

Norway Savings Bank first reported a position in SCHO in Q2 2017 and held it in 3 quarters. The position peaked at $87K in Q2 2017. 227 funds tracked by Wall St. Rank hold SCHO as of Q1 2018.

  • Norway Savings Bank reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2018 after selling out during the quarter.
  • Norway Savings Bank sold 3,200 Schwab Short-Term US Treasury ETF shares in Q1 2018, an estimated $80K.
  • Norway Savings Bank first reported a position in Schwab Short-Term US Treasury ETF in Q2 2017 and held it in 3 quarters.
  • Norway Savings Bank's Schwab Short-Term US Treasury ETF position peaked at $87K in Q2 2017.
  • 227 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2018.

Based on Norway Savings Bank's 13F filing for Q1 2018, filed 10 Apr 2018.