SevenBridge Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-462	Closed	-$12K	–	493
2019 Q2	$12K	Buy	462 +244	+112%	+$6.13K	﹤0.01%	443
2019 Q1	$5K	Buy	218 +202	+1,263%	+$5.04K	﹤0.01%	493
2018 Q4	$0	Buy	+16	New	+$397	﹤0.01%	601

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

SevenBridge Financial Group's SCHO Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2019, closing a stake of 462 shares — an estimated $12K sold.

SevenBridge Financial Group first reported a position in SCHO in Q4 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2019. 368 funds tracked by Wall St. Rank hold SCHO as of Q3 2019.

SevenBridge Financial Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 462 Schwab Short-Term US Treasury ETF shares in Q3 2019, an estimated $12K.
SevenBridge Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 3 quarters.
SevenBridge Financial Group's Schwab Short-Term US Treasury ETF position peaked at $12K in Q2 2019.
368 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.