Trivium Point Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-16,246
Closed -$419K 168
2020
Q2
$419K Sell
16,246
-40,802
-72% -$1.05M 0.17% 119
2020
Q1
$1.47M Buy
+57,048
New +$1.45M 0.76% 49

Other funds holding SCHO

Trivium Point Advisory's SCHO Position: Q3 2020 in Review

Trivium Point Advisory sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2020, closing a stake of 16,246 shares — an estimated $419K sold.

Trivium Point Advisory first reported a position in SCHO in Q1 2020 and held it in 2 quarters. The position peaked at $1.47M in Q1 2020. 464 funds tracked by Wall St. Rank hold SCHO as of Q3 2020.

  • Trivium Point Advisory reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2020 after selling out during the quarter.
  • Trivium Point Advisory sold 16,246 Schwab Short-Term US Treasury ETF shares in Q3 2020, an estimated $419K.
  • Trivium Point Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 2 quarters.
  • Trivium Point Advisory's Schwab Short-Term US Treasury ETF position peaked at $1.47M in Q1 2020.
  • 464 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2020.

Based on Trivium Point Advisory's 13F filing for Q3 2020, filed 10 Nov 2020.