Ground Swell Capital’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Ground Swell Capital’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
2014 Q3	$14K	Buy	+554	New	+$14K	0.03%	735

Other funds holding SCHO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rench Wealth Management Denton, Texas $332M AUM 25.74% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Ground Swell Capital's SCHO Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q3 2014: 554 shares worth $14K. The stake represents 0.03% of the portfolio and ranks #735 among its holdings.

46 funds tracked by Wall St. Rank hold SCHO as of Q3 2014.

Ground Swell Capital held 554 shares of Schwab Short-Term US Treasury ETF worth $14K as of Q3 2014.
Schwab Short-Term US Treasury ETF was a new Ground Swell Capital position in Q3 2014.
Schwab Short-Term US Treasury ETF made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #735 holding.
46 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.