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Squar Milner Financial Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Squar Milner Financial Services’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
-14,732
Closed -$369K – 869
2019
Q1 		$369K Buy
+14,732
New +$368K 0.27% 84

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SEI Investments
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HCM
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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

Squar Milner Financial Services's SCHO Position: Q2 2019 in Review

Squar Milner Financial Services sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2019, closing a stake of 14,732 shares — an estimated $369K sold.

Squar Milner Financial Services first reported a position in SCHO in Q1 2019 and held it in 1 quarter. The position peaked at $369K in Q1 2019. 345 funds tracked by Wall St. Rank hold SCHO as of Q2 2019.

  • Squar Milner Financial Services reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 14,732 Schwab Short-Term US Treasury ETF shares in Q2 2019, an estimated $369K.
  • Squar Milner Financial Services first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Schwab Short-Term US Treasury ETF position peaked at $369K in Q1 2019.
  • 345 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.