Boston Financial Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Boston Financial 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 Q1	–	Sell	-14,016	Closed	-$338K	–	320
2022 Q4	$338K	Hold	14,016	–	–	0.01%	257
2022 Q3	$338K	Sell	14,016 -31,836	-69%	-$779K	0.01%	250
2022 Q2	$1.13M	Buy	+45,852	New	+$1.13M	0.05%	153

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Boston Financial Management's SCHO Position: Q1 2023 in Review

Boston Financial Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2023, closing a stake of 14,016 shares — an estimated $338K sold.

Boston Financial Management first reported a position in SCHO in Q2 2022 and held it in 3 quarters. The position peaked at $1.13M in Q2 2022. 572 funds tracked by Wall St. Rank hold SCHO as of Q1 2023.

Boston Financial Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
Boston Financial Management sold 14,016 Schwab Short-Term US Treasury ETF shares in Q1 2023, an estimated $338K.
Boston Financial Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and held it in 3 quarters.
Boston Financial Management's Schwab Short-Term US Treasury ETF position peaked at $1.13M in Q2 2022.
572 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2023.

Based on Boston Financial Management's 13F filing for Q1 2023, filed 12 May 2023.