RWM
SCHO icon

Ritholtz Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Ritholtz Wealth Management’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 		– Sell
-13,016
Closed -$325K – 136
2018
Q4 		$325K Buy
+13,016
New +$323K 0.07% 86

Other funds holding SCHO

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
DF
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IA
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

Ritholtz Wealth Management's SCHO Position: Q1 2019 in Review

Ritholtz Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2019, closing a stake of 13,016 shares — an estimated $325K sold.

Ritholtz Wealth Management first reported a position in SCHO in Q4 2018 and held it in 1 quarter. The position peaked at $325K in Q4 2018. 340 funds tracked by Wall St. Rank hold SCHO as of Q1 2019.

  • Ritholtz Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2019 after selling out during the quarter.
  • Ritholtz Wealth Management sold 13,016 Schwab Short-Term US Treasury ETF shares in Q1 2019, an estimated $325K.
  • Ritholtz Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 1 quarter.
  • Ritholtz Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $325K in Q4 2018.
  • 340 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2019.

Based on Ritholtz Wealth Management's 13F filing for Q1 2019, filed 12 Apr 2019.