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Colony Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Colony Group’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
2016
Q1 		– Sell
-1,198
Closed -$30K – 566
2015
Q4 		$30K Buy
+1,198
New +$30.3K ﹤0.01% 530

Other funds holding SCHO

QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
KKAMG
Kernodle & Katon Asset Management Group Searcy, Arkansas $167M AUM 10.02% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.2B AUM 22.34% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Colony Group's SCHO Position: Q1 2016 in Review

Colony Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2016, closing a stake of 1,198 shares — an estimated $30K sold.

Colony Group first reported a position in SCHO in Q4 2015 and held it in 1 quarter. The position peaked at $30K in Q4 2015. 111 funds tracked by Wall St. Rank hold SCHO as of Q1 2016.

  • Colony Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2016 after selling out during the quarter.
  • Colony Group sold 1,198 Schwab Short-Term US Treasury ETF shares in Q1 2016, an estimated $30K.
  • Colony Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2015 and held it in 1 quarter.
  • Colony Group's Schwab Short-Term US Treasury ETF position peaked at $30K in Q4 2015.
  • 111 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2016.

Based on Colony Group's 13F filing for Q1 2016, filed 16 May 2016.