Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
Fund Manager Portfolios
Gain insights from the world's largest funds and super investors
Analyst Insights
Price Target Consensus
See what stocks research analysts are collectively bullish/bearish on
Latest Ratings Feed
Explore the latest ratings and price targets from the best equity research analysts
Equity Analyst Profiles
Browse analysts, their latest ratings and track record
Research Firm Profiles
Browse research firm recommendations, trends, and performance
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Analyst Index
COMING SOON - Stock index based on equity analyst consensus updated every second
Search
Sign in
Sign up
Cerity Partners’s
Schwab Intermediately-Term US Treasury ETF
SCHR
Stock Holding History
Cerity Partners’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
2025
Q3
$72.6M
Buy
2025
Q2
$41.4M
Buy
2025
Q1
$451K
Sell
2024
Q4
$644K
Buy
2024
Q3
$627K
Sell
2024
Q2
$628K
Sell
2024
Q1
$665K
Buy
2022
Q4
–
Sell
2022
Q3
$210K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
Fund Manager Portfolios
Gain insights from the world's largest funds and super investors
Analyst Insights
Price Target Consensus
See what stocks research analysts are collectively bullish/bearish on
Latest Ratings Feed
Explore the latest ratings and price targets from the best equity research analysts
Equity Analyst Profiles
Browse analysts, their latest ratings and track record
Research Firm Profiles
Browse research firm recommendations, trends, and performance
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Analyst Index
COMING SOON - Stock index based on equity analyst consensus updated every second
Theme
Close
