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

Verus Financial 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
Q4 		– Sell
-397,116
Closed -$10.2M – 172
2020
Q3 		$10.2M Buy
+397,116
New +$10.2M 3.73% 7

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NA
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FEG
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Verus Financial Partners's SCHO Position: Q4 2020 in Review

Verus Financial Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2020, closing a stake of 397,116 shares — an estimated $10.2M sold.

Verus Financial Partners first reported a position in SCHO in Q3 2020 and held it in 1 quarter. The position peaked at $10.2M in Q3 2020. 500 funds tracked by Wall St. Rank hold SCHO as of Q4 2020.

  • Verus Financial Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • Verus Financial Partners sold 397,116 Schwab Short-Term US Treasury ETF shares in Q4 2020, an estimated $10.2M.
  • Verus Financial Partners first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and held it in 1 quarter.
  • Verus Financial Partners's Schwab Short-Term US Treasury ETF position peaked at $10.2M in Q3 2020.
  • 500 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2020.

Based on Verus Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.