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TRUE Private Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

TRUE Private Wealth Advisors’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
Q4 		– Sell
-21,428
Closed -$531K – 785
2018
Q3 		$531K Sell
21,428
-152
-0.7% -$3.77K 0.07% 159
2018
Q2 		$536K Buy
+21,580
New +$536K 0.08% 154

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TRUE Private Wealth Advisors's SCHO Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2018, closing a stake of 21,428 shares — an estimated $531K sold.

TRUE Private Wealth Advisors first reported a position in SCHO in Q2 2018 and held it in 2 quarters. The position peaked at $536K in Q2 2018. 307 funds tracked by Wall St. Rank hold SCHO as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 21,428 Schwab Short-Term US Treasury ETF shares in Q4 2018, an estimated $531K.
  • TRUE Private Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2018 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $536K in Q2 2018.
  • 307 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.