CYG
SCHR

Clean Yield Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Clean Yield Group’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
-132
Closed -$4K – 478
2021
Q3 		$4K Hold
132
– – ﹤0.01% 441
2021
Q2 		$4K Buy
+132
New +$3.75K ﹤0.01% 425
2021
Q1 		– Sell
-188
Closed -$5K – 330
2020
Q4 		$5K Hold
188
– – ﹤0.01% 396
2020
Q3 		$6K Buy
+188
New +$5.52K ﹤0.01% 335

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

Clean Yield Group's SCHR Position: Q4 2021 in Review

Clean Yield Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2021, closing a stake of 132 shares — an estimated $4K sold.

Clean Yield Group first reported a position in SCHR in Q3 2020 and held it in 4 quarters. The position peaked at $6K in Q3 2020. 314 funds tracked by Wall St. Rank hold SCHR as of Q4 2021.

  • Clean Yield Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Clean Yield Group sold 132 Schwab Intermediately-Term US Treasury ETF shares in Q4 2021, an estimated $4K.
  • Clean Yield Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2020 and held it in 4 quarters.
  • Clean Yield Group's Schwab Intermediately-Term US Treasury ETF position peaked at $6K in Q3 2020.
  • 314 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2021.

Based on Clean Yield Group's 13F filing for Q4 2021, filed 24 Jan 2022.