Clear Perspectives Financial Planning’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Clear Perspectives Financial Planning’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
2022 Q3	–	Sell	-160	Closed	-$4K	–	230
2022 Q2	$4K	Sell	160 -380	-70%	-$9.82K	﹤0.01%	187
2022 Q1	$14K	Sell	540 -150	-22%	-$4.1K	0.01%	150
2021 Q4	$19K	Sell	690 -870	-56%	-$24.5K	0.01%	149
2021 Q3	$44K	Sell	1,560 -840	-35%	-$24K	0.02%	104
2021 Q2	$68K	Sell	2,400 -201,260	-99%	-$5.71M	0.03%	88
2021 Q1	$5.74M	Sell	203,660 -108,096	-35%	-$3.1M	3.33%	9
2020 Q4	$9.07M	Buy	+311,756	New	+$9.08M	5.75%	6

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clear Perspectives Financial Planning's SCHR Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2022, closing a stake of 160 shares — an estimated $4K sold.

Clear Perspectives Financial Planning first reported a position in SCHR in Q4 2020 and held it in 7 quarters. The position peaked at $9.07M in Q4 2020. 330 funds tracked by Wall St. Rank hold SCHR as of Q3 2022.

Clear Perspectives Financial Planning reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 160 Schwab Intermediately-Term US Treasury ETF shares in Q3 2022, an estimated $4K.
Clear Perspectives Financial Planning first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and held it in 7 quarters.
Clear Perspectives Financial Planning's Schwab Intermediately-Term US Treasury ETF position peaked at $9.07M in Q4 2020.
330 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.