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

Apriem Advisors’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
2014 Q1	–	Sell	-10	Closed	–	–	518
2013 Q4	$0	Hold	10	–	–	﹤0.01%	527
2013 Q3	$0	Sell	10 -2	-17%	-$50	﹤0.01%	516
2013 Q2	$0	Buy	+12	New	+$303	﹤0.01%	478

Other funds holding SCHO

Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return

Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Rench Wealth Management Denton, Texas $332M AUM 25.74% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas $299M AUM 18.1% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Confluence Wealth Management Portland, Oregon $204M AUM 12.23% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return