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

Wealthfront’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
-20
Closed -$1K – 1370
2015
Q1 		$1K Buy
20
+10
+100% +$253 ﹤0.01% 1131
2014
Q4 		$0 Buy
+10
New +$253 ﹤0.01% 933

Other funds holding SCHO

QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.2B AUM 22.34% 1-Year Est. Return
CHJWM
Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas $299M AUM 18.1% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wealthfront's SCHO Position: Q2 2015 in Review

Wealthfront sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2015, closing a stake of 20 shares — an estimated $1K sold.

Wealthfront first reported a position in SCHO in Q4 2014 and held it in 2 quarters. The position peaked at $1K in Q1 2015. 70 funds tracked by Wall St. Rank hold SCHO as of Q2 2015.

  • Wealthfront reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthfront sold 20 Schwab Short-Term US Treasury ETF shares in Q2 2015, an estimated $1K.
  • Wealthfront first reported a position in Schwab Short-Term US Treasury ETF in Q4 2014 and held it in 2 quarters.
  • Wealthfront's Schwab Short-Term US Treasury ETF position peaked at $1K in Q1 2015.
  • 70 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.