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

Atticus 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 Q3	–	Sell	-10	Closed	-$244	–	550
2024 Q2	$244	Sell	10 -64	-86%	-$1.55K	﹤0.01%	517
2024 Q1	$1.81K	Sell	74 -414	-85%	-$10.2K	﹤0.01%	482
2023 Q4	$12.1K	Sell	488 -7,318	-94%	-$177K	﹤0.01%	382
2023 Q3	$187K	Sell	7,806 -856	-10%	-$20.8K	0.07%	132
2023 Q2	$213K	Sell	8,662 -96	-1%	-$2.4K	0.08%	127
2023 Q1	$221K	Buy	+8,758	New	+$218K	0.08%	123

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Jane Street New York $777B AUM 61.18% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Atticus Wealth Management's SCHR Position: Q3 2024 in Review

Atticus Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2024, closing a stake of 10 shares — an estimated $244 sold.

Atticus Wealth Management first reported a position in SCHR in Q1 2023 and held it in 6 quarters. The position peaked at $221K in Q1 2023. 384 funds tracked by Wall St. Rank hold SCHR as of Q3 2024.

Atticus Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
Atticus Wealth Management sold 10 Schwab Intermediately-Term US Treasury ETF shares in Q3 2024, an estimated $244.
Atticus Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and held it in 6 quarters.
Atticus Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $221K in Q1 2023.
384 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2024.

Based on Atticus Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.