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San Francisco Sentry Investment Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

San Francisco Sentry Investment Group’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
2018
Q2 		– Sell
-16,000
Closed -$399K – 855
2018
Q1 		$399K Buy
+16,000
New +$399K 0.11% 175

Other funds holding SCHO

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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

San Francisco Sentry Investment Group's SCHO Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2018, closing a stake of 16,000 shares — an estimated $399K sold.

San Francisco Sentry Investment Group first reported a position in SCHO in Q1 2018 and held it in 1 quarter. The position peaked at $399K in Q1 2018. 237 funds tracked by Wall St. Rank hold SCHO as of Q2 2018.

  • San Francisco Sentry Investment Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 16,000 Schwab Short-Term US Treasury ETF shares in Q2 2018, an estimated $399K.
  • San Francisco Sentry Investment Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and held it in 1 quarter.
  • San Francisco Sentry Investment Group's Schwab Short-Term US Treasury ETF position peaked at $399K in Q1 2018.
  • 237 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.