Sharkey, Howes & Javer’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Sharkey, Howes & Javer’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 Q2	–	Sell	-9,012	Closed	-$229K	–	246
2015 Q1	$229K	Buy	+9,012	New	+$228K	0.15%	36

Other funds holding SCHO

Quantum Capital Management (New Jersey) Northfield, New Jersey $798M AUM 8.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Callahan Advisors Houston, Texas $1.33B AUM 29.71% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas $310M AUM 23.79% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Sharkey, Howes & Javer's SCHO Position: Q2 2015 in Review

Sharkey, Howes & Javer sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2015, closing a stake of 9,012 shares — an estimated $229K sold.

Sharkey, Howes & Javer first reported a position in SCHO in Q1 2015 and held it in 1 quarter. The position peaked at $229K in Q1 2015. 70 funds tracked by Wall St. Rank hold SCHO as of Q2 2015.

Sharkey, Howes & Javer reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2015 after selling out during the quarter.
Sharkey, Howes & Javer sold 9,012 Schwab Short-Term US Treasury ETF shares in Q2 2015, an estimated $229K.
Sharkey, Howes & Javer first reported a position in Schwab Short-Term US Treasury ETF in Q1 2015 and held it in 1 quarter.
Sharkey, Howes & Javer's Schwab Short-Term US Treasury ETF position peaked at $229K in Q1 2015.
70 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2015, filed 5 Aug 2015.