Maxim Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Maxim Capital 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 Q2	$2.79M	Sell	108,042 -15,440	-13%	-$399K	2.49%	11
2020 Q1	$3.19M	Buy	123,482 +30,236	+32%	+$770K	3.31%	9
2019 Q4	$2.33M	Sell	93,246 -30,068	-24%	-$760K	2.4%	12
2019 Q3	$3.12M	Buy	123,314 +25,658	+26%	+$649K	2.81%	10
2019 Q2	$2.47M	Sell	97,656 -4,376	-4%	-$110K	2.31%	13
2019 Q1	$2.56M	Buy	102,032 +8,786	+9%	+$219K	2.38%	13
2018 Q4	$2.33M	Buy	+93,246	New	+$2.31M	2.4%	12

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Maxim Capital Management's SCHO Position: Q2 2020 in Review

Maxim Capital Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 13% in Q2 2020, selling an estimated $399K and leaving 108,042 shares worth $2.79M. The position accounts for 2.49% of the portfolio, ranked #11.

Maxim Capital Management first reported a position in SCHO in Q4 2018 and has held it in 7 quarters since. The position peaked at $3.19M in Q1 2020. 464 funds tracked by Wall St. Rank hold SCHO as of Q2 2020.

Maxim Capital Management held 108,042 shares of Schwab Short-Term US Treasury ETF worth $2.79M as of Q2 2020.
Maxim Capital Management sold 15,440 Schwab Short-Term US Treasury ETF shares in Q2 2020, an estimated $399K.
Schwab Short-Term US Treasury ETF made up 2.49% of Maxim Capital Management's portfolio in Q2 2020, its #11 holding.
Maxim Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and has held it in 7 quarters since.
Maxim Capital Management's Schwab Short-Term US Treasury ETF position peaked at $3.19M in Q1 2020.
464 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.