BCA
SCHR

Biltmore Capital Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Biltmore Capital Advisors’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
2021
Q4 		$773K Buy
+27,552
New +$775K 0.13% 72

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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

Biltmore Capital Advisors's SCHR Position: Q4 2021 in Review

Biltmore Capital Advisors opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2021: 27,552 shares worth $773K. The stake represents 0.13% of the portfolio and ranks #72 among its holdings.

314 funds tracked by Wall St. Rank hold SCHR as of Q4 2021.

  • Biltmore Capital Advisors held 27,552 shares of Schwab Intermediately-Term US Treasury ETF worth $773K as of Q4 2021.
  • Schwab Intermediately-Term US Treasury ETF was a new Biltmore Capital Advisors position in Q4 2021.
  • Schwab Intermediately-Term US Treasury ETF made up 0.13% of Biltmore Capital Advisors's portfolio in Q4 2021, its #72 holding.
  • 314 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.