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RPg Family Wealth Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

RPg Family Wealth Advisory’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
Q4 		– Sell
-924
Closed -$23.4K – 300
2019
Q3 		$23.4K Hold
924
– – 0.01% 211
2019
Q2 		$23.4K Buy
+924
New +$23.2K 0.01% 207

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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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

RPg Family Wealth Advisory's SCHO Position: Q4 2019 in Review

RPg Family Wealth Advisory sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2019, closing a stake of 924 shares — an estimated $23.4K sold.

RPg Family Wealth Advisory first reported a position in SCHO in Q2 2019 and held it in 2 quarters. The position peaked at $23.4K in Q3 2019. 424 funds tracked by Wall St. Rank hold SCHO as of Q4 2019.

  • RPg Family Wealth Advisory reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2019 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 924 Schwab Short-Term US Treasury ETF shares in Q4 2019, an estimated $23.4K.
  • RPg Family Wealth Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and held it in 2 quarters.
  • RPg Family Wealth Advisory's Schwab Short-Term US Treasury ETF position peaked at $23.4K in Q3 2019.
  • 424 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2019.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2019, filed 12 Feb 2020.