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

Strategic 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
2017
Q4 		– Sell
-37,560
Closed -$947K – 122
2017
Q3 		$947K Buy
37,560
+230
+0.6% +$5.8K 0.16% 97
2017
Q2 		$941K Buy
37,330
+19,740
+112% +$498K 0.16% 94
2017
Q1 		$444K Buy
17,590
+2,196
+14% +$55.4K 0.08% 101
2016
Q4 		$388K Buy
+15,394
New +$389K 0.07% 101

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
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Financial Services's SCHO Position: Q4 2017 in Review

Strategic Financial Services sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2017, closing a stake of 37,560 shares — an estimated $947K sold.

Strategic Financial Services first reported a position in SCHO in Q4 2016 and held it in 4 quarters. The position peaked at $947K in Q3 2017. 214 funds tracked by Wall St. Rank hold SCHO as of Q4 2017.

  • Strategic Financial Services reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2017 after selling out during the quarter.
  • Strategic Financial Services sold 37,560 Schwab Short-Term US Treasury ETF shares in Q4 2017, an estimated $947K.
  • Strategic Financial Services first reported a position in Schwab Short-Term US Treasury ETF in Q4 2016 and held it in 4 quarters.
  • Strategic Financial Services's Schwab Short-Term US Treasury ETF position peaked at $947K in Q3 2017.
  • 214 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2017.

Based on Strategic Financial Services's 13F filing for Q4 2017, filed 5 Feb 2018.