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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return