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

LBA 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
2015 Q3	–	Sell	-616	Closed	-$16K	–	370
2015 Q2	$16K	Buy	616 +490	+389%	+$12.4K	0.01%	221
2015 Q1	$3K	Buy	+126	New	+$3.19K	﹤0.01%	286

Other funds holding SCHO

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

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

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

Callahan Advisors Houston, Texas $1.2B AUM 22.34% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas $299M AUM 18.1% 1-Year Est. Return

LBA Wealth Management's SCHO Position: Q3 2015 in Review

LBA Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2015, closing a stake of 616 shares — an estimated $16K sold.

LBA Wealth Management first reported a position in SCHO in Q1 2015 and held it in 2 quarters. The position peaked at $16K in Q2 2015. 85 funds tracked by Wall St. Rank hold SCHO as of Q3 2015.

LBA Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2015 after selling out during the quarter.
LBA Wealth Management sold 616 Schwab Short-Term US Treasury ETF shares in Q3 2015, an estimated $16K.
LBA Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2015 and held it in 2 quarters.
LBA Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $16K in Q2 2015.
85 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2015.

Based on LBA Wealth Management's 13F filing for Q3 2015, filed 3 Nov 2015.