BFS
SCHR

Bare Financial Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bare Financial Services’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
Q2 		– Sell
-542
Closed -$13K – 163
2024
Q1 		$13K Buy
+542
New +$13.3K 0.01% 84

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PSP
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AWE
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IDA
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Bare Financial Services's SCHR Position: Q2 2024 in Review

Bare Financial Services sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2024, closing a stake of 542 shares — an estimated $13K sold.

Bare Financial Services first reported a position in SCHR in Q1 2024 and held it in 1 quarter. The position peaked at $13K in Q1 2024. 385 funds tracked by Wall St. Rank hold SCHR as of Q2 2024.

  • Bare Financial Services reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Bare Financial Services sold 542 Schwab Intermediately-Term US Treasury ETF shares in Q2 2024, an estimated $13K.
  • Bare Financial Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Bare Financial Services's Schwab Intermediately-Term US Treasury ETF position peaked at $13K in Q1 2024.
  • 385 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2024.

Based on Bare Financial Services's 13F filing for Q2 2024, filed 14 Aug 2024.