Mackenzie Financial
SCHO icon

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

Mackenzie Financial’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
Q4 		– Sell
-38,918
Closed -$1M – 1084
2020
Q3 		$1M Sell
38,918
-5,176
-12% -$133K ﹤0.01% 666
2020
Q2 		$1.14M Buy
+44,094
New +$1.14M ﹤0.01% 656

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NA
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FEG
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Mackenzie Financial's SCHO Position: Q4 2020 in Review

Mackenzie Financial sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2020, closing a stake of 38,918 shares — an estimated $1M sold.

Mackenzie Financial first reported a position in SCHO in Q2 2020 and held it in 2 quarters. The position peaked at $1.14M in Q2 2020. 500 funds tracked by Wall St. Rank hold SCHO as of Q4 2020.

  • Mackenzie Financial reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • Mackenzie Financial sold 38,918 Schwab Short-Term US Treasury ETF shares in Q4 2020, an estimated $1M.
  • Mackenzie Financial first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and held it in 2 quarters.
  • Mackenzie Financial's Schwab Short-Term US Treasury ETF position peaked at $1.14M in Q2 2020.
  • 500 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2020.

Based on Mackenzie Financial's 13F filing for Q4 2020, filed 10 Feb 2021.