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

Gupta 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
Q1 		$101K Hold
3,980
– – 0.02% 326
2015
Q4 		$100K Sell
3,980
-4,620
-54% -$117K 0.03% 321
2015
Q3 		$218K Sell
8,600
-2,800
-25% -$71K 0.05% 238
2015
Q2 		$289K Buy
11,400
+38
+0.3% +$964 0.07% 205
2015
Q1 		$288K Buy
+11,362
New +$288K 0.08% 179

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

Gupta Wealth Management's SCHO Position: Q1 2016 in Review

Gupta Wealth Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q1 2016 at 3,980 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #326.

Gupta Wealth Management first reported a position in SCHO in Q1 2015 and has held it in 5 quarters since. The position peaked at $289K in Q2 2015. 111 funds tracked by Wall St. Rank hold SCHO as of Q1 2016.

  • Gupta Wealth Management held 3,980 shares of Schwab Short-Term US Treasury ETF worth $101K as of Q1 2016.
  • Gupta Wealth Management left its Schwab Short-Term US Treasury ETF share count unchanged in Q1 2016.
  • Schwab Short-Term US Treasury ETF made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #326 holding.
  • Gupta Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $289K in Q2 2015.
  • 111 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.