Twin Focus Capital Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Twin Focus Capital Partners’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	-36,676	Closed	-$881K	–	216
2023 Q2	$881K	Buy	36,676 +24,046	+190%	+$583K	0.18%	77
2023 Q1	$308K	Sell	12,630 -166	-1%	-$4.02K	0.06%	163
2022 Q4	$309K	Sell	12,796 -2,286	-15%	-$55.1K	0.06%	158
2022 Q3	$364K	Buy	+15,082	New	+$369K	0.09%	121
2022 Q1	–	Sell	-11,116	Closed	-$283K	–	240
2021 Q4	$283K	Hold	11,116	–	–	0.06%	174
2021 Q3	$285K	Hold	11,116	–	–	0.07%	142
2021 Q2	$285K	Buy	+11,116	New	+$285K	0.07%	143

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

Twin Focus Capital Partners's SCHO Position: Q3 2023 in Review

Twin Focus Capital Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 36,676 shares — an estimated $881K sold.

Twin Focus Capital Partners first reported a position in SCHO in Q2 2021 and held it in 7 quarters. The position peaked at $881K in Q2 2023. 574 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

Twin Focus Capital Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
Twin Focus Capital Partners sold 36,676 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $881K.
Twin Focus Capital Partners first reported a position in Schwab Short-Term US Treasury ETF in Q2 2021 and held it in 7 quarters.
Twin Focus Capital Partners's Schwab Short-Term US Treasury ETF position peaked at $881K in Q2 2023.
574 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on Twin Focus Capital Partners's 13F filing for Q3 2023, filed 13 Nov 2023.