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Knowledge Leaders Capital’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Knowledge Leaders 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
2016
Q3 		– Sell
-158,426
Closed -$4.04M – 41
2016
Q2 		$4.04M Buy
+158,426
New +$4.02M 1.24% 33

Other funds holding SCHO

Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
KKAMG
Kernodle & Katon Asset Management Group Searcy, Arkansas $167M AUM 10.02% 1-Year Est. Return
QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.2B AUM 22.34% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Knowledge Leaders Capital's SCHO Position: Q3 2016 in Review

Knowledge Leaders Capital sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2016, closing a stake of 158,426 shares — an estimated $4.04M sold.

Knowledge Leaders Capital first reported a position in SCHO in Q2 2016 and held it in 1 quarter. The position peaked at $4.04M in Q2 2016. 124 funds tracked by Wall St. Rank hold SCHO as of Q3 2016.

  • Knowledge Leaders Capital reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2016 after selling out during the quarter.
  • Knowledge Leaders Capital sold 158,426 Schwab Short-Term US Treasury ETF shares in Q3 2016, an estimated $4.04M.
  • Knowledge Leaders Capital first reported a position in Schwab Short-Term US Treasury ETF in Q2 2016 and held it in 1 quarter.
  • Knowledge Leaders Capital's Schwab Short-Term US Treasury ETF position peaked at $4.04M in Q2 2016.
  • 124 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2016.

Based on Knowledge Leaders Capital's 13F filing for Q3 2016, filed 17 Oct 2016.