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

Wealthquest’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
-9,054
Closed -$225K – 138
2018
Q4 		$225K Buy
+9,054
New +$225K 0.09% 114

Other funds holding SCHO

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wealthquest's SCHO Position: Q1 2019 in Review

Wealthquest sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2019, closing a stake of 9,054 shares — an estimated $225K sold.

Wealthquest first reported a position in SCHO in Q4 2018 and held it in 1 quarter. The position peaked at $225K in Q4 2018. 340 funds tracked by Wall St. Rank hold SCHO as of Q1 2019.

  • Wealthquest reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2019 after selling out during the quarter.
  • Wealthquest sold 9,054 Schwab Short-Term US Treasury ETF shares in Q1 2019, an estimated $225K.
  • Wealthquest first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 1 quarter.
  • Wealthquest's Schwab Short-Term US Treasury ETF position peaked at $225K in Q4 2018.
  • 340 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2019.

Based on Wealthquest's 13F filing for Q1 2019, filed 18 Apr 2019.