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Autus Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Autus Asset Management’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
2013
Q4 		– Sell
-11,760
Closed -$297K – 120
2013
Q3 		$297K Hold
11,760
– – 0.13% 95
2013
Q2 		$297K Buy
+11,760
New +$297K 0.13% 95

Other funds holding SCHO

QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $798M AUM 8.86% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CHJWM
Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas $310M AUM 23.79% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CCM
Chinook Capital Management Lake Oswego, Oregon $75.6M AUM
CA
Callahan Advisors Houston, Texas $1.33B AUM 29.71% 1-Year Est. Return

Autus Asset Management's SCHO Position: Q4 2013 in Review

Autus Asset Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2013, closing a stake of 11,760 shares — an estimated $297K sold.

Autus Asset Management first reported a position in SCHO in Q2 2013 and held it in 2 quarters. The position peaked at $297K in Q3 2013. 39 funds tracked by Wall St. Rank hold SCHO as of Q4 2013.

  • Autus Asset Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2013 after selling out during the quarter.
  • Autus Asset Management sold 11,760 Schwab Short-Term US Treasury ETF shares in Q4 2013, an estimated $297K.
  • Autus Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2013 and held it in 2 quarters.
  • Autus Asset Management's Schwab Short-Term US Treasury ETF position peaked at $297K in Q3 2013.
  • 39 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2013.

Based on Autus Asset Management's 13F filing for Q4 2013, filed 13 Feb 2014.