Hamilton Capital Partners (Canada)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Hamilton Capital Partners (Canada)’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
2024 Q3	–	Sell	-136,358	Closed	-$3.28M	–	186
2024 Q2	$3.28M	Buy	136,358 +6,576	+5%	+$158K	0.35%	73
2024 Q1	$3.13M	Buy	129,782 +32,698	+34%	+$790K	0.38%	73
2023 Q4	$2.35M	Buy	97,084 +73,364	+309%	+$1.76M	0.47%	39
2023 Q3	$568K	Buy	+23,720	New	+$569K	0.21%	27

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hamilton Capital Partners (Canada)'s SCHO Position: Q3 2024 in Review

Hamilton Capital Partners (Canada) sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2024, closing a stake of 136,358 shares — an estimated $3.28M sold.

Hamilton Capital Partners (Canada) first reported a position in SCHO in Q3 2023 and held it in 4 quarters. The position peaked at $3.28M in Q2 2024. 586 funds tracked by Wall St. Rank hold SCHO as of Q3 2024.

Hamilton Capital Partners (Canada) reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
Hamilton Capital Partners (Canada) sold 136,358 Schwab Short-Term US Treasury ETF shares in Q3 2024, an estimated $3.28M.
Hamilton Capital Partners (Canada) first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and held it in 4 quarters.
Hamilton Capital Partners (Canada)'s Schwab Short-Term US Treasury ETF position peaked at $3.28M in Q2 2024.
586 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2024.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q3 2024, filed 14 Aug 2026.