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Legacy Capital Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Legacy Capital Partners’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
Q4 		– Sell
-10,776
Closed -$273K – 159
2019
Q3 		$273K Buy
+10,776
New +$272K 0.12% 124

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EEP
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Legacy Capital Partners's SCHO Position: Q4 2019 in Review

Legacy Capital Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2019, closing a stake of 10,776 shares — an estimated $273K sold.

Legacy Capital Partners first reported a position in SCHO in Q3 2019 and held it in 1 quarter. The position peaked at $273K in Q3 2019. 424 funds tracked by Wall St. Rank hold SCHO as of Q4 2019.

  • Legacy Capital Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2019 after selling out during the quarter.
  • Legacy Capital Partners sold 10,776 Schwab Short-Term US Treasury ETF shares in Q4 2019, an estimated $273K.
  • Legacy Capital Partners first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and held it in 1 quarter.
  • Legacy Capital Partners's Schwab Short-Term US Treasury ETF position peaked at $273K in Q3 2019.
  • 424 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2019.

Based on Legacy Capital Partners's 13F filing for Q4 2019, filed 14 Jan 2020.