Beaumont Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Beaumont Financial Advisors’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
2020 Q4	–	Sell	-12,012	Closed	-$309K	–	352
2020 Q3	$309K	Sell	12,012 -23,058	-66%	-$594K	0.03%	258
2020 Q2	$905K	Sell	35,070 -1,302,484	-97%	-$33.6M	0.09%	144
2020 Q1	$34.6M	Buy	+1,337,554	New	+$34.1M	4.37%	4

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

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

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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beaumont Financial Advisors's SCHO Position: Q4 2020 in Review

Beaumont Financial Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2020, closing a stake of 12,012 shares — an estimated $309K sold.

Beaumont Financial Advisors first reported a position in SCHO in Q1 2020 and held it in 3 quarters. The position peaked at $34.6M in Q1 2020. 500 funds tracked by Wall St. Rank hold SCHO as of Q4 2020.

Beaumont Financial Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2020 after selling out during the quarter.
Beaumont Financial Advisors sold 12,012 Schwab Short-Term US Treasury ETF shares in Q4 2020, an estimated $309K.
Beaumont Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 3 quarters.
Beaumont Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $34.6M in Q1 2020.
500 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2020.

Based on Beaumont Financial Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.