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Laird Norton Wetherby Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Laird Norton Wetherby 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
2014
Q3 		– Sell
-13,752
Closed -$348K – 441
2014
Q2 		$348K Buy
+13,752
New +$348K 0.1% 262

Other funds holding SCHO

QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
Rench Wealth Management Denton, Texas $332M AUM 25.74% 1-Year Est. Return
CHJWM
Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas $310M AUM 23.79% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SCHO Position: Q3 2014 in Review

Laird Norton Wetherby Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2014, closing a stake of 13,752 shares — an estimated $348K sold.

Laird Norton Wetherby Wealth Management first reported a position in SCHO in Q2 2014 and held it in 1 quarter. The position peaked at $348K in Q2 2014. 46 funds tracked by Wall St. Rank hold SCHO as of Q3 2014.

  • Laird Norton Wetherby Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2014 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 13,752 Schwab Short-Term US Treasury ETF shares in Q3 2014, an estimated $348K.
  • Laird Norton Wetherby Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2014 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $348K in Q2 2014.
  • 46 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2014.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2014, filed 3 Nov 2014.