CIA
SCHR

Choate Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Choate Investment 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
Q3 		– Sell
-96
Closed -$3K – 337
2021
Q2 		$3K Buy
+96
New +$2.73K ﹤0.01% 332

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return

Choate Investment Advisors's SCHR Position: Q3 2021 in Review

Choate Investment Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2021, closing a stake of 96 shares — an estimated $3K sold.

Choate Investment Advisors first reported a position in SCHR in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 296 funds tracked by Wall St. Rank hold SCHR as of Q3 2021.

  • Choate Investment Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • Choate Investment Advisors sold 96 Schwab Intermediately-Term US Treasury ETF shares in Q3 2021, an estimated $3K.
  • Choate Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2021 and held it in 1 quarter.
  • Choate Investment Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $3K in Q2 2021.
  • 296 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2021.

Based on Choate Investment Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.