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Royal Fund Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Royal Fund 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
Q2 		– Sell
-244
Closed -$6K – 644
2019
Q1 		$6K Hold
244
– – ﹤0.01% 410
2018
Q4 		$6K Buy
+244
New +$6.05K ﹤0.01% 394

Other funds holding SCHO

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Fund Management's SCHO Position: Q2 2019 in Review

Royal Fund Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2019, closing a stake of 244 shares — an estimated $6K sold.

Royal Fund Management first reported a position in SCHO in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 345 funds tracked by Wall St. Rank hold SCHO as of Q2 2019.

  • Royal Fund Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2019 after selling out during the quarter.
  • Royal Fund Management sold 244 Schwab Short-Term US Treasury ETF shares in Q2 2019, an estimated $6K.
  • Royal Fund Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 2 quarters.
  • Royal Fund Management's Schwab Short-Term US Treasury ETF position peaked at $6K in Q1 2019.
  • 345 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2019.

Based on Royal Fund Management's 13F filing for Q2 2019, filed 8 May 2020.