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Pacific Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Pacific Financial Group’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
Q1 		– Sell
-496
Closed -$13K – 162
2014
Q4 		$13K Buy
+496
New +$12.6K ﹤0.01% 141

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Pacific Financial Group's SCHO Position: Q1 2015 in Review

Pacific Financial Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2015, closing a stake of 496 shares — an estimated $13K sold.

Pacific Financial Group first reported a position in SCHO in Q4 2014 and held it in 1 quarter. The position peaked at $13K in Q4 2014. 66 funds tracked by Wall St. Rank hold SCHO as of Q1 2015.

  • Pacific Financial Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 496 Schwab Short-Term US Treasury ETF shares in Q1 2015, an estimated $13K.
  • Pacific Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Schwab Short-Term US Treasury ETF position peaked at $13K in Q4 2014.
  • 66 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.