Beaumont Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Beaumont Capital 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
2023 Q3	–	Sell	-107,098	Closed	-$2.57M	–	45
2023 Q2	$2.57M	Sell	107,098 -2,752	-3%	-$66.7K	1.79%	18
2023 Q1	$2.68M	Buy	+109,850	New	+$2.66M	1.86%	20

Other funds holding SCHO

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

Beaumont Capital Management's SCHO Position: Q3 2023 in Review

Beaumont Capital Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 107,098 shares — an estimated $2.57M sold.

Beaumont Capital Management first reported a position in SCHO in Q1 2023 and held it in 2 quarters. The position peaked at $2.68M in Q1 2023. 574 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

Beaumont Capital Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
Beaumont Capital Management sold 107,098 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $2.57M.
Beaumont Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and held it in 2 quarters.
Beaumont Capital Management's Schwab Short-Term US Treasury ETF position peaked at $2.68M in Q1 2023.
574 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on Beaumont Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.