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

Bluefin 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
2014
Q2 		– Sell
-21,378
Closed -$500K – 761
2014
Q1 		$500K Buy
+21,378
New +$541K 0.03% 321
2013
Q4 		– Sell
-10,594
Closed -$300K – 416
2013
Q3 		$300K Buy
+10,594
New +$267K 0.03% 325

Other funds holding SCHO

QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
RWM
Rench Wealth Management Denton, Texas $332M AUM 25.74% 1-Year Est. Return
CHJWM
Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas $299M AUM 18.1% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
CWM
Confluence Wealth Management Portland, Oregon $204M AUM 12.23% 1-Year Est. Return

Bluefin Capital Management's SCHO Position: Q2 2014 in Review

Bluefin Capital Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2014, closing a stake of 21,378 shares — an estimated $500K sold.

Bluefin Capital Management first reported a position in SCHO in Q3 2013 and held it in 2 quarters. The position peaked at $500K in Q1 2014. 40 funds tracked by Wall St. Rank hold SCHO as of Q2 2014.

  • Bluefin Capital Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2014 after selling out during the quarter.
  • Bluefin Capital Management sold 21,378 Schwab Short-Term US Treasury ETF shares in Q2 2014, an estimated $500K.
  • Bluefin Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2013 and held it in 2 quarters.
  • Bluefin Capital Management's Schwab Short-Term US Treasury ETF position peaked at $500K in Q1 2014.
  • 40 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2014.

Based on Bluefin Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.