Cetera Advisor Networks’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Cetera Advisor Networks’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	$1.82M	Buy	74,026 +11,494	+18%	+$283K	0.01%	1077
2023 Q4	$1.55M	Buy	62,532 +14,410	+30%	+$348K	0.01%	1101
2023 Q3	$1.15M	Buy	48,122 +23,640	+97%	+$575K	0.01%	1183
2023 Q2	$603K	Buy	24,482 +2,312	+10%	+$57.9K	﹤0.01%	1589
2023 Q1	$559K	Buy	22,170 +1,150	+5%	+$28.7K	﹤0.01%	1621
2022 Q4	$517K	Buy	+21,020	New	+$517K	﹤0.01%	1623
2020 Q3	–	Sell	-1,372	Closed	-$40K	–	2702
2020 Q2	$40K	Buy	+1,372	New	+$40.2K	﹤0.01%	2035

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return

Cetera Advisor Networks's SCHR Position: Q1 2024 in Review

Cetera Advisor Networks increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 18% in Q1 2024, buying an estimated $283K and bringing the position to 74,026 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #1077.

Cetera Advisor Networks first reported a position in SCHR in Q2 2020 and has held it in 7 quarters since. 373 funds tracked by Wall St. Rank hold SCHR as of Q1 2024.

Cetera Advisor Networks held 74,026 shares of Schwab Intermediately-Term US Treasury ETF worth $1.82M as of Q1 2024.
Cetera Advisor Networks bought 11,494 Schwab Intermediately-Term US Treasury ETF shares in Q1 2024, an estimated $283K.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1077 holding.
Cetera Advisor Networks first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2020 and has held it in 7 quarters since.
373 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.