Kanaly Trust’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Kanaly Trust’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 Q4	$12K	Buy	+462	New	+$11.7K	﹤0.01%	514

Other funds holding SCHO

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Kernodle & Katon Asset Management Group Searcy, Arkansas $167M AUM 10.02% 1-Year Est. Return

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

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

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

Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Kanaly Trust's SCHO Position: Q4 2016 in Review

Kanaly Trust opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q4 2016: 462 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #514 among its holdings.

138 funds tracked by Wall St. Rank hold SCHO as of Q4 2016.

Kanaly Trust held 462 shares of Schwab Short-Term US Treasury ETF worth $12K as of Q4 2016.
Schwab Short-Term US Treasury ETF was a new Kanaly Trust position in Q4 2016.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #514 holding.
138 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.