BC
SCHR

Burleson & Co’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Burleson & Co’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
Q2 		– Sell
-38
Closed -$1K – 395
2021
Q1 		$1K Buy
+38
New +$1.09K ﹤0.01% 346

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return

Burleson & Co's SCHR Position: Q2 2021 in Review

Burleson & Co sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2021, closing a stake of 38 shares — an estimated $1K sold.

Burleson & Co first reported a position in SCHR in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 287 funds tracked by Wall St. Rank hold SCHR as of Q2 2021.

  • Burleson & Co reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Burleson & Co sold 38 Schwab Intermediately-Term US Treasury ETF shares in Q2 2021, an estimated $1K.
  • Burleson & Co first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2021 and held it in 1 quarter.
  • Burleson & Co's Schwab Intermediately-Term US Treasury ETF position peaked at $1K in Q1 2021.
  • 287 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2021.

Based on Burleson & Co's 13F filing for Q2 2021, filed 22 Jul 2021.