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Avalon Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Avalon Capital 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
2015
Q1 		– Sell
-10,800
Closed -$273K – 81
2014
Q4 		$273K Buy
+10,800
New +$274K 0.21% 57

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FWM
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CHJWM
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RPGK
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Avalon Capital Management's SCHO Position: Q1 2015 in Review

Avalon Capital Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2015, closing a stake of 10,800 shares — an estimated $273K sold.

Avalon Capital Management first reported a position in SCHO in Q4 2014 and held it in 1 quarter. The position peaked at $273K in Q4 2014. 66 funds tracked by Wall St. Rank hold SCHO as of Q1 2015.

  • Avalon Capital Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2015 after selling out during the quarter.
  • Avalon Capital Management sold 10,800 Schwab Short-Term US Treasury ETF shares in Q1 2015, an estimated $273K.
  • Avalon Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2014 and held it in 1 quarter.
  • Avalon Capital Management's Schwab Short-Term US Treasury ETF position peaked at $273K in Q4 2014.
  • 66 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2015.

Based on Avalon Capital Management's 13F filing for Q1 2015, filed 30 Apr 2015.