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Wealthspire Advisors (Maryland)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,562
Closed -$39K – 2551
2018
Q3 		$39K Sell
1,562
-632
-29% -$15.7K ﹤0.01% 1055
2018
Q2 		$55K Sell
2,194
-272
-11% -$6.76K 0.01% 939
2018
Q1 		$61K Sell
2,466
-3,394
-58% -$84.6K 0.01% 904
2017
Q4 		$147K Sell
5,860
-900
-13% -$22.6K 0.01% 581
2017
Q3 		$170K Sell
6,760
-116
-2% -$2.93K 0.02% 536
2017
Q2 		$173K Buy
6,876
+22
+0.3% +$555 0.02% 503
2017
Q1 		$173K Sell
6,854
-2,456
-26% -$61.9K 0.02% 438
2016
Q4 		$235K Sell
9,310
-1,442
-13% -$36.5K 0.04% 326
2016
Q3 		$273K Sell
10,752
-1,452
-12% -$36.9K 0.04% 299
2016
Q2 		$311K Buy
12,204
+4,454
+57% +$113K 0.05% 244
2016
Q1 		$197K Buy
7,750
+546
+8% +$13.8K 0.03% 364
2015
Q4 		$182K Buy
+7,204
New +$182K 0.03% 383

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DF
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
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
EEP
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
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SCHO Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2018, closing a stake of 1,562 shares — an estimated $39K sold.

Wealthspire Advisors (Maryland) first reported a position in SCHO in Q4 2015 and held it in 12 quarters. The position peaked at $311K in Q2 2016. 307 funds tracked by Wall St. Rank hold SCHO as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,562 Schwab Short-Term US Treasury ETF shares in Q4 2018, an estimated $39K.
  • Wealthspire Advisors (Maryland) first reported a position in Schwab Short-Term US Treasury ETF in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Schwab Short-Term US Treasury ETF position peaked at $311K in Q2 2016.
  • 307 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.