EVM
SCHR

Eaton Vance Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Eaton Vance Management’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
-2,500
Closed -$70K – 2547
2021
Q4 		$70K Hold
2,500
– – ﹤0.01% 1962
2021
Q3 		$71K Sell
2,500
-640
-20% -$18.3K ﹤0.01% 1481
2021
Q2 		$89K Hold
3,140
– – ﹤0.01% 1941
2021
Q1 		$89K Buy
+3,140
New +$90.1K ﹤0.01% 1637

Other funds holding SCHR

JP Morgan Chase
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
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
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Eaton Vance Management's SCHR Position: Q1 2022 in Review

Eaton Vance Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2022, closing a stake of 2,500 shares — an estimated $70K sold.

Eaton Vance Management first reported a position in SCHR in Q1 2021 and held it in 4 quarters. The position peaked at $89K in Q2 2021. 318 funds tracked by Wall St. Rank hold SCHR as of Q1 2022.

  • Eaton Vance Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 2,500 Schwab Intermediately-Term US Treasury ETF shares in Q1 2022, an estimated $70K.
  • Eaton Vance Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2021 and held it in 4 quarters.
  • Eaton Vance Management's Schwab Intermediately-Term US Treasury ETF position peaked at $89K in Q2 2021.
  • 318 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.