CVA Family Office’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

CVA Family Office’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	-460	Closed	-$13K	–	918
2021 Q3	$13K	Hold	460	–	–	0.01%	283
2021 Q2	$13K	Hold	460	–	–	﹤0.01%	605
2021 Q1	$13K	Hold	460	–	–	﹤0.01%	491
2020 Q4	$13K	Hold	460	–	–	0.01%	286
2020 Q3	$13K	Hold	460	–	–	0.01%	283
2020 Q2	$14K	Hold	460	–	–	0.01%	244
2020 Q1	$14K	Buy	+460	New	+$13K	0.01%	225

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 $570B AUM 27.57% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 15.91% 1-Year Est. Return

BWM

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

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

CVA Family Office's SCHR Position: Q4 2021 in Review

CVA Family Office sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2021, closing a stake of 460 shares — an estimated $13K sold.

CVA Family Office first reported a position in SCHR in Q1 2020 and held it in 7 quarters. The position peaked at $14K in Q2 2020. 314 funds tracked by Wall St. Rank hold SCHR as of Q4 2021.

CVA Family Office reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
CVA Family Office sold 460 Schwab Intermediately-Term US Treasury ETF shares in Q4 2021, an estimated $13K.
CVA Family Office first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and held it in 7 quarters.
CVA Family Office's Schwab Intermediately-Term US Treasury ETF position peaked at $14K in Q2 2020.
314 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2021.

Based on CVA Family Office's 13F filing for Q4 2021, filed 25 Jan 2022.