EWP
SCHR

Elevation Wealth Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Elevation Wealth Partners’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
2023
Q3 		– Sell
-24
Closed -$592 – 361
2023
Q2 		$592 Buy
+24
New +$601 ﹤0.01% 321

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Elevation Wealth Partners's SCHR Position: Q3 2023 in Review

Elevation Wealth Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2023, closing a stake of 24 shares — an estimated $592 sold.

Elevation Wealth Partners first reported a position in SCHR in Q2 2023 and held it in 1 quarter. The position peaked at $592 in Q2 2023. 369 funds tracked by Wall St. Rank hold SCHR as of Q3 2023.

  • Elevation Wealth Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Elevation Wealth Partners sold 24 Schwab Intermediately-Term US Treasury ETF shares in Q3 2023, an estimated $592.
  • Elevation Wealth Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Elevation Wealth Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $592 in Q2 2023.
  • 369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2023.

Based on Elevation Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.