BTWM
SCHR

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

Baker Tilly 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
2022
Q1 		– Sell
-11,038
Closed -$310K – 559
2021
Q4 		$310K Buy
+11,038
New +$311K 0.03% 427

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Royal Bank of Canada
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baker Tilly Wealth Management's SCHR Position: Q1 2022 in Review

Baker Tilly Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2022, closing a stake of 11,038 shares — an estimated $310K sold.

Baker Tilly Wealth Management first reported a position in SCHR in Q4 2021 and held it in 1 quarter. The position peaked at $310K in Q4 2021. 318 funds tracked by Wall St. Rank hold SCHR as of Q1 2022.

  • Baker Tilly Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 11,038 Schwab Intermediately-Term US Treasury ETF shares in Q1 2022, an estimated $310K.
  • Baker Tilly Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $310K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.