CSWM
SCHR

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

Cassady Schiller 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
Q2 		– Sell
-472
Closed -$11.6K – 494
2024
Q1 		$11.6K Buy
+472
New +$11.6K 0.01% 326

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Cassady Schiller Wealth Management's SCHR Position: Q2 2024 in Review

Cassady Schiller Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2024, closing a stake of 472 shares — an estimated $11.6K sold.

Cassady Schiller Wealth Management first reported a position in SCHR in Q1 2024 and held it in 1 quarter. The position peaked at $11.6K in Q1 2024. 385 funds tracked by Wall St. Rank hold SCHR as of Q2 2024.

  • Cassady Schiller Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 472 Schwab Intermediately-Term US Treasury ETF shares in Q2 2024, an estimated $11.6K.
  • Cassady Schiller Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $11.6K in Q1 2024.
  • 385 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.