Filbrandt Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Filbrandt Wealth 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
2021 Q3	–	Sell	-22	Closed	-$1K	–	252
2021 Q2	$1K	Buy	+22	New	+$624	﹤0.01%	171
2021 Q1	–	Sell	-1,708	Closed	-$50K	–	204
2020 Q4	$50K	Buy	+1,708	New	+$49.8K	0.03%	84
2020 Q2	–	Sell	-458	Closed	-$13K	–	447
2020 Q1	$13K	Buy	+458	New	+$12.9K	0.01%	116

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

I2I

Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return

Filbrandt Wealth Management's SCHR Position: Q3 2021 in Review

Filbrandt Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2021, closing a stake of 22 shares — an estimated $1K sold.

Filbrandt Wealth Management first reported a position in SCHR in Q1 2020 and held it in 3 quarters. The position peaked at $50K in Q4 2020. 296 funds tracked by Wall St. Rank hold SCHR as of Q3 2021.

Filbrandt Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2021 after selling out during the quarter.
Filbrandt Wealth Management sold 22 Schwab Intermediately-Term US Treasury ETF shares in Q3 2021, an estimated $1K.
Filbrandt Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and held it in 3 quarters.
Filbrandt Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $50K in Q4 2020.
296 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.