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

Crestwood Advisors 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
2017
Q2 		– Sell
-604
Closed -$15K – 377
2017
Q1 		$15K Buy
+604
New +$15.2K ﹤0.01% 403

Other funds holding SCHO

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Crestwood Advisors Group's SCHO Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2017, closing a stake of 604 shares — an estimated $15K sold.

Crestwood Advisors Group first reported a position in SCHO in Q1 2017 and held it in 1 quarter. The position peaked at $15K in Q1 2017. 165 funds tracked by Wall St. Rank hold SCHO as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 604 Schwab Short-Term US Treasury ETF shares in Q2 2017, an estimated $15K.
  • Crestwood Advisors Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Schwab Short-Term US Treasury ETF position peaked at $15K in Q1 2017.
  • 165 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.