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

Beaird Harris 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
2023 Q2	–	Sell	-2,010	Closed	-$50.7K	–	491
2023 Q1	$50.7K	Buy	+2,010	New	+$50.1K	0.01%	167
2022 Q4	–	Sell	-522	Closed	-$13K	–	768
2022 Q3	$13K	Hold	522	–	–	﹤0.01%	261
2022 Q2	$13K	Hold	522	–	–	﹤0.01%	233
2022 Q1	$14K	Hold	522	–	–	0.01%	288
2021 Q4	$15K	Buy	+522	New	+$14.7K	0.01%	355

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beaird Harris Wealth Management's SCHR Position: Q2 2023 in Review

Beaird Harris Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2023, closing a stake of 2,010 shares — an estimated $50.7K sold.

Beaird Harris Wealth Management first reported a position in SCHR in Q4 2021 and held it in 5 quarters. The position peaked at $50.7K in Q1 2023. 363 funds tracked by Wall St. Rank hold SCHR as of Q2 2023.

Beaird Harris Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 2,010 Schwab Intermediately-Term US Treasury ETF shares in Q2 2023, an estimated $50.7K.
Beaird Harris Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and held it in 5 quarters.
Beaird Harris Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $50.7K in Q1 2023.
363 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.