BAAM
SCHR

Baker Avenue Asset Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Baker Avenue Asset 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
2023
Q3 		– Sell
-2,994
Closed -$73.8K – 1716
2023
Q2 		$73.8K Buy
+2,994
New +$75K ﹤0.01% 468

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Baker Avenue Asset Management's SCHR Position: Q3 2023 in Review

Baker Avenue Asset Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2023, closing a stake of 2,994 shares — an estimated $73.8K sold.

Baker Avenue Asset Management first reported a position in SCHR in Q2 2023 and held it in 1 quarter. The position peaked at $73.8K in Q2 2023. 369 funds tracked by Wall St. Rank hold SCHR as of Q3 2023.

  • Baker Avenue Asset Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 2,994 Schwab Intermediately-Term US Treasury ETF shares in Q3 2023, an estimated $73.8K.
  • Baker Avenue Asset Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Schwab Intermediately-Term US Treasury ETF position peaked at $73.8K in Q2 2023.
  • 369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2023.

Based on Baker Avenue Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.