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 $781M AUM 4.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.2B AUM 22.34% 1-Year Est. Return

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return