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Buffington Mohr McNeal’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Buffington Mohr McNeal’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
-14,460
Closed -$365K – 85
2014
Q1 		$365K Sell
14,460
-3,500
-19% -$88.5K 0.22% 47
2013
Q4 		$454K Buy
17,960
+2,070
+13% +$52.3K 0.28% 43
2013
Q3 		$402K Buy
15,890
+890
+6% +$22.5K 0.25% 45
2013
Q2 		$378K Buy
+15,000
New +$379K 0.25% 46

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 $310M AUM 23.79% 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 $379M AUM 16.36% 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

Buffington Mohr McNeal's SCHO Position: Q2 2014 in Review

Buffington Mohr McNeal sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2014, closing a stake of 14,460 shares — an estimated $365K sold.

Buffington Mohr McNeal first reported a position in SCHO in Q2 2013 and held it in 4 quarters. The position peaked at $454K in Q4 2013. 40 funds tracked by Wall St. Rank hold SCHO as of Q2 2014.

  • Buffington Mohr McNeal reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2014 after selling out during the quarter.
  • Buffington Mohr McNeal sold 14,460 Schwab Short-Term US Treasury ETF shares in Q2 2014, an estimated $365K.
  • Buffington Mohr McNeal first reported a position in Schwab Short-Term US Treasury ETF in Q2 2013 and held it in 4 quarters.
  • Buffington Mohr McNeal's Schwab Short-Term US Treasury ETF position peaked at $454K in Q4 2013.
  • 40 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2014.

Based on Buffington Mohr McNeal's 13F filing for Q2 2014, filed 12 Aug 2014.