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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

QCMNJ
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ECML
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DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
RWM
Rench Wealth Management Denton, Texas $372M AUM 35.93% 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
CWM
Confluence Wealth Management Portland, Oregon $204M AUM 12.23% 1-Year Est. Return

Palladium Partners's SCHO Position: Q2 2014 in Review

Palladium Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2014, closing a stake of 4,912 shares — an estimated $124K sold.

Palladium Partners first reported a position in SCHO in Q2 2013 and held it in 3 quarters. The position peaked at $124K in Q1 2014. 40 funds tracked by Wall St. Rank hold SCHO as of Q2 2014.

  • Palladium Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 4,912 Schwab Short-Term US Treasury ETF shares in Q2 2014, an estimated $124K.
  • Palladium Partners first reported a position in Schwab Short-Term US Treasury ETF in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's Schwab Short-Term US Treasury ETF position peaked at $124K in Q1 2014.
  • 40 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.