Farmers & Merchants Investments Inc’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Farmers & Merchants Investments Inc’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
2015 Q3	–	Sell	-400	Closed	-$10K	–	747
2015 Q2	$10K	Hold	400	–	–	﹤0.01%	512
2015 Q1	$10K	Hold	400	–	–	﹤0.01%	507
2014 Q4	$10K	Hold	400	–	–	﹤0.01%	498
2014 Q3	$10K	Hold	400	–	–	﹤0.01%	507
2014 Q2	$10K	Buy	+400	New	+$10.1K	﹤0.01%	503

Other funds holding SCHO

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

QCMNJ

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

ECML

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

Callahan Advisors Houston, Texas $1.33B AUM 29.71% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CHJWM

Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas $310M AUM 23.79% 1-Year Est. Return

Farmers & Merchants Investments Inc's SCHO Position: Q3 2015 in Review

Farmers & Merchants Investments Inc sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2015, closing a stake of 400 shares — an estimated $10K sold.

Farmers & Merchants Investments Inc first reported a position in SCHO in Q2 2014 and held it in 5 quarters. The position peaked at $10K in Q2 2015. 85 funds tracked by Wall St. Rank hold SCHO as of Q3 2015.

Farmers & Merchants Investments Inc reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2015 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 400 Schwab Short-Term US Treasury ETF shares in Q3 2015, an estimated $10K.
Farmers & Merchants Investments Inc first reported a position in Schwab Short-Term US Treasury ETF in Q2 2014 and held it in 5 quarters.
Farmers & Merchants Investments Inc's Schwab Short-Term US Treasury ETF position peaked at $10K in Q2 2015.
85 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2015.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2015, filed 29 Oct 2015.