First Capital Advisors Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

First Capital Advisors Group’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	$618	Buy	26 +2	+8%	+$50	﹤0.01%	907
2023 Q1	$628	Hold	24	–	–	﹤0.01%	208
2022 Q4	$610	Hold	24	–	–	﹤0.01%	219
2022 Q3	$1K	Buy	+24	New	+$614	﹤0.01%	213

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 $2.9T AUM 29.55% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

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

First Capital Advisors Group's SCHR Position: Q2 2023 in Review

First Capital Advisors Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 8.3% in Q2 2023, buying an estimated $50 and bringing the position to 26 shares worth $618. The position accounts for ﹤0.01% of the portfolio, ranked #907.

First Capital Advisors Group first reported a position in SCHR in Q3 2022 and has held it in 4 quarters since. The position peaked at $1K in Q3 2022. 363 funds tracked by Wall St. Rank hold SCHR as of Q2 2023.

First Capital Advisors Group held 26 shares of Schwab Intermediately-Term US Treasury ETF worth $618 as of Q2 2023.
First Capital Advisors Group bought 2 Schwab Intermediately-Term US Treasury ETF shares in Q2 2023, an estimated $50.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #907 holding.
First Capital Advisors Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2022 and has held it in 4 quarters since.
First Capital Advisors Group's Schwab Intermediately-Term US Treasury ETF position peaked at $1K in Q3 2022.
363 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.