Comprehensive Financial Consultants Institutional’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q1	–	Sell	-390	Closed	-$10K	–	432
2021 Q4	$10K	Buy	+390	New	+$11K	0.01%	341

Other funds holding SCHR

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

BWM

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

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

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

Comprehensive Financial Consultants Institutional's SCHR Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2022, closing a stake of 390 shares — an estimated $10K sold.

Comprehensive Financial Consultants Institutional first reported a position in SCHR in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 318 funds tracked by Wall St. Rank hold SCHR as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 390 Schwab Intermediately-Term US Treasury ETF shares in Q1 2022, an estimated $10K.
Comprehensive Financial Consultants Institutional first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Schwab Intermediately-Term US Treasury ETF position peaked at $10K in Q4 2021.
318 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.