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

Beacon Capital Management LLC (Tennessee)’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-46	Closed	-$1.16K	–	1047
2023 Q1	$1.16K	Sell	46 -198	-81%	-$4.93K	﹤0.01%	827
2022 Q4	$6.01K	Buy	+244	New	+$6K	﹤0.01%	602

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CSIA

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SCHR Position: Q2 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2023, closing a stake of 46 shares — an estimated $1.16K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SCHR in Q4 2022 and held it in 2 quarters. The position peaked at $6.01K in Q4 2022. 363 funds tracked by Wall St. Rank hold SCHR as of Q2 2023.

Beacon Capital Management LLC (Tennessee) reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2023 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 46 Schwab Intermediately-Term US Treasury ETF shares in Q2 2023, an estimated $1.16K.
Beacon Capital Management LLC (Tennessee) first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and held it in 2 quarters.
Beacon Capital Management LLC (Tennessee)'s Schwab Intermediately-Term US Treasury ETF position peaked at $6.01K in Q4 2022.
363 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2023, filed 12 Jul 2023.