People's United Financial’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

People's United 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 Q2	–	Sell	-53,424	Closed	-$1.38M	–	648
2020 Q1	$1.38M	Sell	53,424 -15,982	-23%	-$407K	0.05%	225
2019 Q4	$1.75M	Sell	69,406 -5,752	-8%	-$145K	0.05%	270
2019 Q3	$1.9M	Buy	75,158 +6,526	+10%	+$165K	0.05%	256
2019 Q2	$1.74M	Buy	68,632 +17,720	+35%	+$445K	0.05%	279
2019 Q1	$1.28M	Buy	50,912 +6,604	+15%	+$165K	0.04%	334
2018 Q4	$1.11M	Buy	44,308 +1,246	+3%	+$30.9K	0.04%	334
2018 Q3	$1.07M	Buy	43,062 +10,868	+34%	+$270K	0.03%	347
2018 Q2	$801K	Buy	32,194 +17,536	+120%	+$436K	0.02%	484
2018 Q1	$365K	Buy	14,658 +698	+5%	+$17.4K	0.01%	574
2017 Q4	$349K	Buy	+13,960	New	+$350K	0.01%	586

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

People's United Financial's SCHO Position: Q2 2020 in Review

People's United Financial sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2020, closing a stake of 53,424 shares — an estimated $1.38M sold.

People's United Financial first reported a position in SCHO in Q4 2017 and held it in 10 quarters. The position peaked at $1.9M in Q3 2019. 464 funds tracked by Wall St. Rank hold SCHO as of Q2 2020.

People's United Financial reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2020 after selling out during the quarter.
People's United Financial sold 53,424 Schwab Short-Term US Treasury ETF shares in Q2 2020, an estimated $1.38M.
People's United Financial first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and held it in 10 quarters.
People's United Financial's Schwab Short-Term US Treasury ETF position peaked at $1.9M in Q3 2019.
464 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2020.

Based on People's United Financial's 13F filing for Q2 2020, filed 12 Aug 2020.