Wealth Architects’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Wealth Architects’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	-12,612	Closed	-$313K	–	140
2018 Q3	$313K	Buy	12,612 +420	+3%	+$10.4K	0.1%	95
2018 Q2	$303K	Sell	12,192 -1,134	-9%	-$28.2K	0.1%	89
2018 Q1	$332K	Buy	13,326 +352	+3%	+$8.77K	0.11%	77
2017 Q4	$325K	Sell	12,974 -274	-2%	-$6.88K	0.11%	89
2017 Q3	$334K	Buy	13,248 +1,264	+11%	+$31.9K	0.12%	87
2017 Q2	$302K	Buy	11,984 +2,902	+32%	+$73.2K	0.11%	91
2017 Q1	$229K	Buy	9,082 +8,974	+8,309%	+$226K	0.09%	105
2016 Q4	$276K	Sell	108 -9,214	-99%	-$233K	0.12%	92
2016 Q3	$236K	Buy	+9,322	New	+$237K	0.11%	96

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

Wealth Architects's SCHO Position: Q4 2018 in Review

Wealth Architects sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2018, closing a stake of 12,612 shares — an estimated $313K sold.

Wealth Architects first reported a position in SCHO in Q3 2016 and held it in 9 quarters. The position peaked at $334K in Q3 2017. 307 funds tracked by Wall St. Rank hold SCHO as of Q4 2018.

Wealth Architects reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2018 after selling out during the quarter.
Wealth Architects sold 12,612 Schwab Short-Term US Treasury ETF shares in Q4 2018, an estimated $313K.
Wealth Architects first reported a position in Schwab Short-Term US Treasury ETF in Q3 2016 and held it in 9 quarters.
Wealth Architects's Schwab Short-Term US Treasury ETF position peaked at $334K in Q3 2017.
307 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2018.

Based on Wealth Architects's 13F filing for Q4 2018, filed 17 Jan 2019.