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Axiom Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Axiom Investment Management’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
2019
Q3 		– Sell
-78,104
Closed -$1.98M – 380
2019
Q2 		$1.98M Buy
78,104
+32,432
+71% +$815K 0.36% 69
2019
Q1 		$1.15M Buy
45,672
+34,732
+317% +$867K 0.22% 102
2018
Q4 		$273K Buy
+10,940
New +$271K 0.06% 281

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
SFSG
Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return

Axiom Investment Management's SCHO Position: Q3 2019 in Review

Axiom Investment Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2019, closing a stake of 78,104 shares — an estimated $1.98M sold.

Axiom Investment Management first reported a position in SCHO in Q4 2018 and held it in 3 quarters. The position peaked at $1.98M in Q2 2019. 368 funds tracked by Wall St. Rank hold SCHO as of Q3 2019.

  • Axiom Investment Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2019 after selling out during the quarter.
  • Axiom Investment Management sold 78,104 Schwab Short-Term US Treasury ETF shares in Q3 2019, an estimated $1.98M.
  • Axiom Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 3 quarters.
  • Axiom Investment Management's Schwab Short-Term US Treasury ETF position peaked at $1.98M in Q2 2019.
  • 368 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.