Financial Advocates Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Financial Advocates Investment 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
2023 Q2	–	Sell	-69,238	Closed	-$1.75M	–	766
2023 Q1	$1.75M	Sell	69,238 -30,248	-30%	-$754K	0.13%	188
2022 Q4	$2.45M	Buy	99,486 +4,204	+4%	+$103K	0.18%	141
2022 Q3	$2.31M	Buy	+95,282	New	+$2.44M	0.19%	133

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BWM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's SCHR Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2023, closing a stake of 69,238 shares — an estimated $1.75M sold.

Financial Advocates Investment Management first reported a position in SCHR in Q3 2022 and held it in 3 quarters. The position peaked at $2.45M in Q4 2022. 363 funds tracked by Wall St. Rank hold SCHR as of Q2 2023.

Financial Advocates Investment Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 69,238 Schwab Intermediately-Term US Treasury ETF shares in Q2 2023, an estimated $1.75M.
Financial Advocates Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2022 and held it in 3 quarters.
Financial Advocates Investment Management's Schwab Intermediately-Term US Treasury ETF position peaked at $2.45M in Q4 2022.
363 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.