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Credit Suisse’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Credit Suisse’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
-8,658
Closed -$218K – 4252
2015
Q4 		$218K Sell
8,658
-318
-4% -$8.05K ﹤0.01% 3845
2015
Q3 		$228K Sell
8,976
-2,866
-24% -$72.7K ﹤0.01% 3864
2015
Q2 		$300K Sell
11,842
-1,416
-11% -$35.9K ﹤0.01% 4012
2015
Q1 		$336K Sell
13,258
-11,334
-46% -$287K ﹤0.01% 3799
2014
Q4 		$622K Sell
24,592
-7,696
-24% -$195K ﹤0.01% 3543
2014
Q3 		$817K Sell
32,288
-332
-1% -$8.4K ﹤0.01% 3232
2014
Q2 		$826K Sell
32,620
-3,192
-9% -$80.7K ﹤0.01% 3461
2014
Q1 		$905K Sell
35,812
-3,338
-9% -$84.4K ﹤0.01% 3215
2013
Q4 		$990K Sell
39,150
-1,154
-3% -$29.2K ﹤0.01% 3289
2013
Q3 		$1.02M Sell
40,304
-8,698
-18% -$220K ﹤0.01% 2941
2013
Q2 		$1.24M Buy
+49,002
New +$1.24M ﹤0.01% 2631

Other funds holding SCHO

QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $798M AUM 8.86% 1-Year Est. Return
KKAMG
Kernodle & Katon Asset Management Group Searcy, Arkansas $167M AUM 10.03% 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 $1.66B AUM 27.11% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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 $1.33B AUM 29.71% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Credit Suisse's SCHO Position: Q1 2016 in Review

Credit Suisse sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2016, closing a stake of 8,658 shares — an estimated $218K sold.

Credit Suisse first reported a position in SCHO in Q2 2013 and held it in 11 quarters. The position peaked at $1.24M in Q2 2013. 111 funds tracked by Wall St. Rank hold SCHO as of Q1 2016.

  • Credit Suisse reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2016 after selling out during the quarter.
  • Credit Suisse sold 8,658 Schwab Short-Term US Treasury ETF shares in Q1 2016, an estimated $218K.
  • Credit Suisse first reported a position in Schwab Short-Term US Treasury ETF in Q2 2013 and held it in 11 quarters.
  • Credit Suisse's Schwab Short-Term US Treasury ETF position peaked at $1.24M in Q2 2013.
  • 111 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2016.

Based on Credit Suisse's 13F filing for Q1 2016, filed 16 May 2016.