Pinnacle Family Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Pinnacle Family 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
2020 Q2	–	Sell	-12,516	Closed	-$324K	–	93
2020 Q1	$324K	Sell	12,516 -15,288	-55%	-$389K	0.39%	42
2019 Q4	$702K	Sell	27,804 -1,650	-6%	-$41.7K	0.63%	37
2019 Q3	$745K	Sell	29,454 -27,608	-48%	-$698K	0.66%	37
2019 Q2	$1.44M	Buy	57,062 +6,166	+12%	+$155K	1.2%	22
2019 Q1	$1.28M	Sell	50,896 -52,250	-51%	-$1.3M	1.14%	29
2018 Q4	$2.57M	Buy	+103,146	New	+$2.56M	1.73%	17
2018 Q3	–	Sell	-14,554	Closed	-$362K	–	75
2018 Q2	$362K	Sell	14,554 -262	-2%	-$6.51K	0.19%	57
2018 Q1	$369K	Buy	+14,816	New	+$369K	0.21%	51

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

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

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

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pinnacle Family Advisors's SCHO Position: Q2 2020 in Review

Pinnacle Family Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2020, closing a stake of 12,516 shares — an estimated $324K sold.

Pinnacle Family Advisors first reported a position in SCHO in Q1 2018 and held it in 8 quarters. The position peaked at $2.57M in Q4 2018. 464 funds tracked by Wall St. Rank hold SCHO as of Q2 2020.

Pinnacle Family Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2020 after selling out during the quarter.
Pinnacle Family Advisors sold 12,516 Schwab Short-Term US Treasury ETF shares in Q2 2020, an estimated $324K.
Pinnacle Family Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and held it in 8 quarters.
Pinnacle Family Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.57M in Q4 2018.
464 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2020.

Based on Pinnacle Family Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.