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

Regions Financial Corp’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
-85,000
Closed -$2.2M – 866
2020
Q1 		$2.2M Buy
+85,000
New +$2.17M 0.03% 260
2018
Q2 		– Sell
-2
Closed – – 2175
2018
Q1 		$0 Hold
2
– – ﹤0.01% 2077
2017
Q4 		$0 Buy
+2
New +$50 ﹤0.01% 2028

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
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Franklin Resources
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Regions Financial Corp's SCHO Position: Q2 2020 in Review

Regions Financial Corp sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2020, closing a stake of 85,000 shares — an estimated $2.2M sold.

Regions Financial Corp first reported a position in SCHO in Q4 2017 and held it in 3 quarters. The position peaked at $2.2M in Q1 2020. 464 funds tracked by Wall St. Rank hold SCHO as of Q2 2020.

  • Regions Financial Corp reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2020 after selling out during the quarter.
  • Regions Financial Corp sold 85,000 Schwab Short-Term US Treasury ETF shares in Q2 2020, an estimated $2.2M.
  • Regions Financial Corp first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and held it in 3 quarters.
  • Regions Financial Corp's Schwab Short-Term US Treasury ETF position peaked at $2.2M in Q1 2020.
  • 464 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2020.

Based on Regions Financial Corp's 13F filing for Q2 2020, filed 27 Jul 2020.