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Capstone Triton Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Capstone Triton Financial Group’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
2021
Q2 		– Sell
-8,816
Closed -$226K – 124
2021
Q1 		$226K Sell
8,816
-16
-0.2% -$411 0.15% 102
2020
Q4 		$227K Buy
+8,832
New +$227K 0.14% 97

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NA
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FEG
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EEP
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Capstone Triton Financial Group's SCHO Position: Q2 2021 in Review

Capstone Triton Financial Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2021, closing a stake of 8,816 shares — an estimated $226K sold.

Capstone Triton Financial Group first reported a position in SCHO in Q4 2020 and held it in 2 quarters. The position peaked at $227K in Q4 2020. 474 funds tracked by Wall St. Rank hold SCHO as of Q2 2021.

  • Capstone Triton Financial Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 8,816 Schwab Short-Term US Treasury ETF shares in Q2 2021, an estimated $226K.
  • Capstone Triton Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 2 quarters.
  • Capstone Triton Financial Group's Schwab Short-Term US Treasury ETF position peaked at $227K in Q4 2020.
  • 474 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2021.

Based on Capstone Triton Financial Group's 13F filing for Q2 2021, filed 9 Aug 2021.