Concert Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Concert Wealth 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
2016 Q2	–	Sell	-12,404	Closed	-$317K	–	729
2016 Q1	$317K	Buy	+12,404	New	+$314K	0.04%	442
2015 Q4	–	Sell	-71,968	Closed	-$1.83M	–	741
2015 Q3	$1.83M	Buy	+71,968	New	+$1.82M	0.25%	93

Other funds holding SCHO

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

KKAMG

Kernodle & Katon Asset Management Group Searcy, Arkansas $167M AUM 10.02% 1-Year Est. Return

QCMNJ

Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return

ECML

Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Callahan Advisors Houston, Texas $1.2B AUM 22.34% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Concert Wealth Management's SCHO Position: Q2 2016 in Review

Concert Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2016, closing a stake of 12,404 shares — an estimated $317K sold.

Concert Wealth Management first reported a position in SCHO in Q3 2015 and held it in 2 quarters. The position peaked at $1.83M in Q3 2015. 123 funds tracked by Wall St. Rank hold SCHO as of Q2 2016.

Concert Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2016 after selling out during the quarter.
Concert Wealth Management sold 12,404 Schwab Short-Term US Treasury ETF shares in Q2 2016, an estimated $317K.
Concert Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2015 and held it in 2 quarters.
Concert Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $1.83M in Q3 2015.
123 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2016.

Based on Concert Wealth Management's 13F filing for Q2 2016, filed 28 Jul 2016.