Atlas Private Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q2	–	Sell	-80	Closed	-$2K	–	919
2021 Q1	$2K	Hold	80	–	–	﹤0.01%	752
2020 Q4	$2K	Buy	+80	New	+$2.33K	﹤0.01%	661

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

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

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

I2I

Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return

Atlas Private Wealth Advisors's SCHR Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2021, closing a stake of 80 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in SCHR in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 287 funds tracked by Wall St. Rank hold SCHR as of Q2 2021.

Atlas Private Wealth Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 80 Schwab Intermediately-Term US Treasury ETF shares in Q2 2021, an estimated $2K.
Atlas Private Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and held it in 2 quarters.
Atlas Private Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $2K in Q1 2021.
287 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.