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

UBS’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	$5.57M	Buy	220,132 +7,202	+3%	+$182K	﹤0.01%	1917
2014 Q2	$5.39M	Buy	212,930 +147,284	+224%	+$3.73M	﹤0.01%	1892
2014 Q1	$1.66M	Buy	65,646 +654	+1%	+$16.5K	﹤0.01%	2963
2013 Q4	$1.64M	Sell	64,992 -1,582	-2%	-$40K	﹤0.01%	3008
2013 Q3	$1.68M	Buy	66,574 +61,700	+1,266%	+$1.56M	﹤0.01%	2771
2013 Q2	$123K	Buy	+4,874	New	+$123K	﹤0.01%	5652

Other funds holding SCHO

QCMNJ

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

ECML

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

RWM

Rench Wealth Management Denton, Texas $332M AUM 25.74% 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

RJA

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

RPGK

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

UBS's SCHO Position: Q3 2014 in Review

UBS increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.4% in Q3 2014, buying an estimated $182K and bringing the position to 220,132 shares worth $5.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

UBS first reported a position in SCHO in Q2 2013 and has held it in 6 quarters since. 46 funds tracked by Wall St. Rank hold SCHO as of Q3 2014.

UBS held 220,132 shares of Schwab Short-Term US Treasury ETF worth $5.57M as of Q3 2014.
UBS bought 7,202 Schwab Short-Term US Treasury ETF shares in Q3 2014, an estimated $182K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1917 holding.
UBS first reported a position in Schwab Short-Term US Treasury ETF in Q2 2013 and has held it in 6 quarters since.
46 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.