Beacon Capital Management LLC (Tennessee)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q1	–	Sell	-207	Closed	-$4.97K	–	1179
2024 Q4	$4.97K	Sell	207 -1	-0.5%	-$24	﹤0.01%	731
2024 Q3	$5.09K	Hold	208	–	–	﹤0.01%	809
2024 Q2	$5.01K	Hold	208	–	–	﹤0.01%	707
2024 Q1	$5.01K	Hold	208	–	–	﹤0.01%	703
2023 Q4	$4.98K	Hold	208	–	–	﹤0.01%	653
2023 Q3	$5K	Hold	208	–	–	﹤0.01%	696
2023 Q2	$5K	Sell	208 -12	-5%	-$291	﹤0.01%	696
2023 Q1	$5.37K	Hold	220	–	–	﹤0.01%	616
2022 Q4	$5.31K	Buy	220 +12	+6%	+$289	﹤0.01%	632
2022 Q3	$5K	Hold	208	–	–	﹤0.01%	602
2022 Q2	$5K	Hold	208	–	–	﹤0.01%	653
2022 Q1	$5K	Buy	+208	New	+$5.22K	﹤0.01%	653

Other funds holding SCHO

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SCHO Position: Q1 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2025, closing a stake of 207 shares — an estimated $4.97K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SCHO in Q1 2022 and held it in 12 quarters. The position peaked at $5.37K in Q1 2023. 641 funds tracked by Wall St. Rank hold SCHO as of Q1 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 207 Schwab Short-Term US Treasury ETF shares in Q1 2025, an estimated $4.97K.
Beacon Capital Management LLC (Tennessee) first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and held it in 12 quarters.
Beacon Capital Management LLC (Tennessee)'s Schwab Short-Term US Treasury ETF position peaked at $5.37K in Q1 2023.
641 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2025, filed 21 Apr 2025.