Palladium Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Palladium Partners’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	-4,912	Closed	-$124K	–	427
2014 Q1	$124K	Buy	+4,912	New	+$124K	0.01%	279
2013 Q4	–	Sell	-4,912	Closed	-$124K	–	434
2013 Q3	$124K	Hold	4,912	–	–	0.01%	280
2013 Q2	$124K	Buy	+4,912	New	+$124K	0.01%	277

Other funds holding SCHO

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

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Rench Wealth Management Denton, Texas $332M AUM 25.74% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Confluence Wealth Management Portland, Oregon $204M AUM 12.23% 1-Year Est. Return