CFA
SCHR

Cahill Financial Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Cahill Financial 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 		– Sell
-136
Closed -$4K – 663
2021
Q3 		$4K Buy
+136
New +$3.89K ﹤0.01% 728

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 15.91% 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

Cahill Financial Advisors's SCHR Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2021, closing a stake of 136 shares — an estimated $4K sold.

Cahill Financial Advisors first reported a position in SCHR in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 314 funds tracked by Wall St. Rank hold SCHR as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 136 Schwab Intermediately-Term US Treasury ETF shares in Q4 2021, an estimated $4K.
  • Cahill Financial Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $4K in Q3 2021.
  • 314 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.