AEPWM
SCHR

Atlantic Edge Private Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Atlantic Edge Private 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
Q1 		– Sell
-144
Closed -$3.58K – 507
2023
Q4 		$3.58K Buy
+144
New +$3.48K ﹤0.01% 391

Other funds holding SCHR

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Atlantic Edge Private Wealth Management's SCHR Position: Q1 2024 in Review

Atlantic Edge Private Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2024, closing a stake of 144 shares — an estimated $3.58K sold.

Atlantic Edge Private Wealth Management first reported a position in SCHR in Q4 2023 and held it in 1 quarter. The position peaked at $3.58K in Q4 2023. 373 funds tracked by Wall St. Rank hold SCHR as of Q1 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 144 Schwab Intermediately-Term US Treasury ETF shares in Q1 2024, an estimated $3.58K.
  • Atlantic Edge Private Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Atlantic Edge Private Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $3.58K in Q4 2023.
  • 373 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.