BCPWM
SCHR

Bradley & Co Private Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bradley & Co Private 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
2024
Q1 		– Sell
-432
Closed -$10.7K – 206
2023
Q4 		$10.7K Buy
+432
New +$10.4K 0.01% 122

Other funds holding SCHR

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Bradley & Co Private Wealth Management's SCHR Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2024, closing a stake of 432 shares — an estimated $10.7K sold.

Bradley & Co Private Wealth Management first reported a position in SCHR in Q4 2023 and held it in 1 quarter. The position peaked at $10.7K in Q4 2023. 373 funds tracked by Wall St. Rank hold SCHR as of Q1 2024.

  • Bradley & Co Private Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 432 Schwab Intermediately-Term US Treasury ETF shares in Q1 2024, an estimated $10.7K.
  • Bradley & Co Private Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $10.7K in Q4 2023.
  • 373 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.