Andrews Lucia Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Andrews Lucia Wealth Management’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
2024 Q4	–	Sell	-10,000	Closed	-$244K	–	27
2024 Q3	$244K	Hold	10,000	–	–	0.17%	26
2024 Q2	$245K	Hold	10,000	–	–	0.17%	26
2024 Q1	$245K	Hold	10,000	–	–	0.17%	25
2023 Q4	$249K	Hold	10,000	–	–	0.19%	25
2023 Q3	$240K	Hold	10,000	–	–	0.21%	25
2023 Q2	$246K	Buy	+10,000	New	+$251K	0.2%	26

Other funds holding SCHR

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

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

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

Andrews Lucia Wealth Management's SCHR Position: Q4 2024 in Review

Andrews Lucia Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2024, closing a stake of 10,000 shares — an estimated $244K sold.

Andrews Lucia Wealth Management first reported a position in SCHR in Q2 2023 and held it in 6 quarters. The position peaked at $249K in Q4 2023. 428 funds tracked by Wall St. Rank hold SCHR as of Q4 2024.

Andrews Lucia Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
Andrews Lucia Wealth Management sold 10,000 Schwab Intermediately-Term US Treasury ETF shares in Q4 2024, an estimated $244K.
Andrews Lucia Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and held it in 6 quarters.
Andrews Lucia Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $249K in Q4 2023.
428 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2024.

Based on Andrews Lucia Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.