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Ropes Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Ropes Wealth 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
2019
Q3 		– Sell
-142
Closed -$4K – 585
2019
Q2 		$4K Buy
+142
New +$3.57K ﹤0.01% 530

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
SFSG
Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return

Ropes Wealth Advisors's SCHO Position: Q3 2019 in Review

Ropes Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2019, closing a stake of 142 shares — an estimated $4K sold.

Ropes Wealth Advisors first reported a position in SCHO in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 368 funds tracked by Wall St. Rank hold SCHO as of Q3 2019.

  • Ropes Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2019 after selling out during the quarter.
  • Ropes Wealth Advisors sold 142 Schwab Short-Term US Treasury ETF shares in Q3 2019, an estimated $4K.
  • Ropes Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and held it in 1 quarter.
  • Ropes Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $4K in Q2 2019.
  • 368 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2019.

Based on Ropes Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.