AWP
SCHR

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

Atlas Wealth 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
-9,200
Closed -$227K – 34
2023
Q2 		$227K Buy
+9,200
New +$231K 0.65% 33

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Atlas Wealth Partners's SCHR Position: Q3 2023 in Review

Atlas Wealth Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2023, closing a stake of 9,200 shares — an estimated $227K sold.

Atlas Wealth Partners first reported a position in SCHR in Q2 2023 and held it in 1 quarter. The position peaked at $227K in Q2 2023. 369 funds tracked by Wall St. Rank hold SCHR as of Q3 2023.

  • Atlas Wealth Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Atlas Wealth Partners sold 9,200 Schwab Intermediately-Term US Treasury ETF shares in Q3 2023, an estimated $227K.
  • Atlas Wealth Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Atlas Wealth Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $227K in Q2 2023.
  • 369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2023.

Based on Atlas Wealth Partners's 13F filing for Q3 2023, filed 31 Oct 2023.