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 $798M AUM 8.86% 1-Year Est. Return

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

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Rench Wealth Management Denton, Texas $372M AUM 35.93% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas $310M AUM 23.79% 1-Year Est. Return

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

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 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 $3.94B AUM 18.64% 1-Year Est. Return

Apriem Advisors's SCHO Position: Q1 2014 in Review

Apriem Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2014, closing a stake of 10 shares.

Apriem Advisors first reported a position in SCHO in Q2 2013 and held it in 3 quarters. The position peaked at $0 in Q4 2013. 42 funds tracked by Wall St. Rank hold SCHO as of Q1 2014.

Apriem Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2014 after selling out during the quarter.
Apriem Advisors sold 10 Schwab Short-Term US Treasury ETF shares in Q1 2014.
Apriem Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2013 and held it in 3 quarters.
Apriem Advisors's Schwab Short-Term US Treasury ETF position peaked at $0 in Q4 2013.
42 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2014.

Based on Apriem Advisors's 13F filing for Q1 2014, filed 13 May 2014.