AP
SCHR

Arlington Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Arlington Partners’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
2023
Q3 		– Sell
-3,364
Closed -$82.9K – 560
2023
Q2 		$82.9K Buy
+3,364
New +$84.3K 0.01% 266
2022
Q3 		– Sell
-300
Closed -$8K – 444
2022
Q2 		$8K Sell
300
-474
-61% -$12.3K ﹤0.01% 392
2022
Q1 		$21K Hold
774
– – 0.01% 322
2021
Q4 		$22K Buy
+774
New +$21.8K 0.01% 366

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JP Morgan Chase
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Ameriprise
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arlington Partners's SCHR Position: Q3 2023 in Review

Arlington Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2023, closing a stake of 3,364 shares — an estimated $82.9K sold.

Arlington Partners first reported a position in SCHR in Q4 2021 and held it in 4 quarters. The position peaked at $82.9K in Q2 2023. 369 funds tracked by Wall St. Rank hold SCHR as of Q3 2023.

  • Arlington Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Arlington Partners sold 3,364 Schwab Intermediately-Term US Treasury ETF shares in Q3 2023, an estimated $82.9K.
  • Arlington Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and held it in 4 quarters.
  • Arlington Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $82.9K in Q2 2023.
  • 369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.