Stifel Trust’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Stifel Trust’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 Q3	$14K	Buy	+516	New	+$13K	﹤0.01%	391

Other funds holding SCHO

Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Stifel Trust's SCHO Position: Q3 2014 in Review

Stifel Trust opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q3 2014: 516 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #391 among its holdings.

46 funds tracked by Wall St. Rank hold SCHO as of Q3 2014.

Stifel Trust held 516 shares of Schwab Short-Term US Treasury ETF worth $14K as of Q3 2014.
Schwab Short-Term US Treasury ETF was a new Stifel Trust position in Q3 2014.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #391 holding.
46 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.