TL
SCHO icon

TrueWealth LLC’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

TrueWealth LLC’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
Q1 		– Sell
-418
Closed -$10K – 757
2018
Q4 		$10K Buy
418
+2
+0.5% +$50 0.01% 440
2018
Q3 		$10K Buy
416
+2
+0.5% +$50 ﹤0.01% 489
2018
Q2 		$10K Buy
414
+2
+0.5% +$50 ﹤0.01% 489
2018
Q1 		$10K Buy
412
+2
+0.5% +$50 0.01% 458
2017
Q4 		$10K Buy
+410
New +$10.3K ﹤0.01% 509

Other funds holding SCHO

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

TrueWealth LLC's SCHO Position: Q1 2019 in Review

TrueWealth LLC sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2019, closing a stake of 418 shares — an estimated $10K sold.

TrueWealth LLC first reported a position in SCHO in Q4 2017 and held it in 5 quarters. The position peaked at $10K in Q4 2018. 340 funds tracked by Wall St. Rank hold SCHO as of Q1 2019.

  • TrueWealth LLC reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2019 after selling out during the quarter.
  • TrueWealth LLC sold 418 Schwab Short-Term US Treasury ETF shares in Q1 2019, an estimated $10K.
  • TrueWealth LLC first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and held it in 5 quarters.
  • TrueWealth LLC's Schwab Short-Term US Treasury ETF position peaked at $10K in Q4 2018.
  • 340 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2019.

Based on TrueWealth LLC's 13F filing for Q1 2019, filed 24 Apr 2019.