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

Piershale 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
2013
Q4 		– Sell
-360,852
Closed -$9.12M – 157
2013
Q3 		$9.12M Buy
360,852
+349,346
+3,036% +$8.82M 8.26% 3
2013
Q2 		$290K Buy
+11,506
New +$291K 0.56% 17

Other funds holding SCHO

QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CHJWM
Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas $310M AUM 23.79% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Chinook Capital Management Lake Oswego, Oregon $75.6M AUM
CA
Callahan Advisors Houston, Texas $1.2B AUM 22.34% 1-Year Est. Return

Piershale Financial Group's SCHO Position: Q4 2013 in Review

Piershale Financial Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2013, closing a stake of 360,852 shares — an estimated $9.12M sold.

Piershale Financial Group first reported a position in SCHO in Q2 2013 and held it in 2 quarters. The position peaked at $9.12M in Q3 2013. 39 funds tracked by Wall St. Rank hold SCHO as of Q4 2013.

  • Piershale Financial Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2013 after selling out during the quarter.
  • Piershale Financial Group sold 360,852 Schwab Short-Term US Treasury ETF shares in Q4 2013, an estimated $9.12M.
  • Piershale Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2013 and held it in 2 quarters.
  • Piershale Financial Group's Schwab Short-Term US Treasury ETF position peaked at $9.12M in Q3 2013.
  • 39 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2013.

Based on Piershale Financial Group's 13F filing for Q4 2013, filed 4 Feb 2014.