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Visionary Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Visionary Asset Management’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
2018
Q4 		$35.3M Buy
1,416,232
+1,352,548
+2,124% +$33.5M 14.01% 2
2018
Q3 		$1.58M Buy
63,684
+10,998
+21% +$273K 0.51% 77
2018
Q2 		$1.31M Buy
+52,686
New +$1.31M 0.44% 78

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Visionary Asset Management's SCHO Position: Q4 2018 in Review

Visionary Asset Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2,124% in Q4 2018, buying an estimated $33.5M and bringing the position to 1,416,232 shares worth $35.3M. The position accounts for 14.01% of the portfolio, ranked #2.

Visionary Asset Management first reported a position in SCHO in Q2 2018 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold SCHO as of Q4 2018.

  • Visionary Asset Management held 1,416,232 shares of Schwab Short-Term US Treasury ETF worth $35.3M as of Q4 2018.
  • Visionary Asset Management bought 1,352,548 Schwab Short-Term US Treasury ETF shares in Q4 2018, an estimated $33.5M.
  • Schwab Short-Term US Treasury ETF made up 14.01% of Visionary Asset Management's portfolio in Q4 2018, its #2 holding.
  • Visionary Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2018 and has held it in 3 quarters since.
  • 307 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.