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Verus Capital Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Verus Capital Partners’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
Q1 		$122K Buy
4,710
+3,110
+194% +$79.2K 0.04% 268
2019
Q4 		$40K Buy
+1,600
New +$40.4K 0.01% 674

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
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $351M AUM 17.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Verus Capital Partners's SCHO Position: Q1 2020 in Review

Verus Capital Partners increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 194% in Q1 2020, buying an estimated $79.2K and bringing the position to 4,710 shares worth $122K. The position accounts for 0.04% of the portfolio, ranked #268.

Verus Capital Partners first reported a position in SCHO in Q4 2019 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold SCHO as of Q1 2020.

  • Verus Capital Partners held 4,710 shares of Schwab Short-Term US Treasury ETF worth $122K as of Q1 2020.
  • Verus Capital Partners bought 3,110 Schwab Short-Term US Treasury ETF shares in Q1 2020, an estimated $79.2K.
  • Schwab Short-Term US Treasury ETF made up 0.04% of Verus Capital Partners's portfolio in Q1 2020, its #268 holding.
  • Verus Capital Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 2 quarters since.
  • 457 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.