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

Birchcreek 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 Q1	–	Sell	-18,546	Closed	-$457K	–	139
2022 Q4	$457K	Hold	18,546	–	–	0.41%	64
2022 Q3	$456K	Sell	18,546 -502	-3%	-$12.8K	0.42%	61
2022 Q2	$491K	Sell	19,048 -3,720	-16%	-$96.2K	0.44%	57
2022 Q1	$606K	Sell	22,768 -592	-3%	-$16.2K	0.54%	48
2021 Q4	$656K	Buy	23,360 +188	+0.8%	+$5.29K	0.57%	45
2021 Q3	$657K	Buy	23,172 +220	+1%	+$6.29K	0.61%	45
2021 Q2	$653K	Buy	22,952 +538	+2%	+$15.3K	0.63%	41
2021 Q1	$632K	Sell	22,414 -2,054	-8%	-$58.9K	0.67%	41
2020 Q4	$712K	Buy	+24,468	New	+$713K	0.7%	36

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Birchcreek Wealth Management's SCHR Position: Q1 2023 in Review

Birchcreek Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2023, closing a stake of 18,546 shares — an estimated $457K sold.

Birchcreek Wealth Management first reported a position in SCHR in Q4 2020 and held it in 9 quarters. The position peaked at $712K in Q4 2020. 369 funds tracked by Wall St. Rank hold SCHR as of Q1 2023.

Birchcreek Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
Birchcreek Wealth Management sold 18,546 Schwab Intermediately-Term US Treasury ETF shares in Q1 2023, an estimated $457K.
Birchcreek Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and held it in 9 quarters.
Birchcreek Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $712K in Q4 2020.
369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2023.

Based on Birchcreek Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.