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Foothills Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Foothills Asset 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
2020
Q1 		$2.8M Sell
108,214
-4,228
-4% -$108K 2.43% 13
2019
Q4 		$2.84M Sell
112,442
-2,716
-2% -$68.6K 2.03% 17
2019
Q3 		$2.91M Buy
115,158
+462
+0.4% +$11.7K 2.21% 14
2019
Q2 		$2.9M Sell
114,696
-8,462
-7% -$213K 2.24% 13
2019
Q1 		$3.09M Buy
+123,158
New +$3.08M 2.39% 12

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $351M AUM 17.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Foothills Asset Management's SCHO Position: Q1 2020 in Review

Foothills Asset Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.8% in Q1 2020, selling an estimated $108K and leaving 108,214 shares worth $2.8M. The position accounts for 2.43% of the portfolio, ranked #13.

Foothills Asset Management first reported a position in SCHO in Q1 2019 and has held it in 5 quarters since. The position peaked at $3.09M in Q1 2019. 457 funds tracked by Wall St. Rank hold SCHO as of Q1 2020.

  • Foothills Asset Management held 108,214 shares of Schwab Short-Term US Treasury ETF worth $2.8M as of Q1 2020.
  • Foothills Asset Management sold 4,228 Schwab Short-Term US Treasury ETF shares in Q1 2020, an estimated $108K.
  • Schwab Short-Term US Treasury ETF made up 2.43% of Foothills Asset Management's portfolio in Q1 2020, its #13 holding.
  • Foothills Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 5 quarters since.
  • Foothills Asset Management's Schwab Short-Term US Treasury ETF position peaked at $3.09M in Q1 2019.
  • 457 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2020.

Based on Foothills Asset Management's 13F filing for Q1 2020, filed 15 Apr 2020.