NMIS
SCHO icon

Northwestern Mutual Investment Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Northwestern Mutual Investment Services’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
Q2 		– Sell
-224
Closed -$6K – 152
2014
Q1 		$6K Buy
+224
New +$5.66K ﹤0.01% 39

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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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 $299M AUM 18.1% 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 $354M AUM 13.72% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
CWM
Confluence Wealth Management Portland, Oregon $204M AUM 12.23% 1-Year Est. Return

Northwestern Mutual Investment Services's SCHO Position: Q2 2014 in Review

Northwestern Mutual Investment Services sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2014, closing a stake of 224 shares — an estimated $6K sold.

Northwestern Mutual Investment Services first reported a position in SCHO in Q1 2014 and held it in 1 quarter. The position peaked at $6K in Q1 2014. 40 funds tracked by Wall St. Rank hold SCHO as of Q2 2014.

  • Northwestern Mutual Investment Services reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2014 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 224 Schwab Short-Term US Treasury ETF shares in Q2 2014, an estimated $6K.
  • Northwestern Mutual Investment Services first reported a position in Schwab Short-Term US Treasury ETF in Q1 2014 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's Schwab Short-Term US Treasury ETF position peaked at $6K in Q1 2014.
  • 40 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2014.

Based on Northwestern Mutual Investment Services's 13F filing for Q2 2014, filed 5 Aug 2014.