First Manhattan
SCHR

First Manhattan’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

First Manhattan’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
2024
Q1 		– Sell
-40
Closed -$994 – 1483
2023
Q4 		$994 Sell
40
-142
-78% -$3.43K ﹤0.01% 1332
2023
Q3 		$4.36K Buy
+182
New +$4.43K ﹤0.01% 1251

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CA
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State Street
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JP Morgan Chase
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Creative Planning
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PSP
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First Manhattan's SCHR Position: Q1 2024 in Review

First Manhattan sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2024, closing a stake of 40 shares — an estimated $994 sold.

First Manhattan first reported a position in SCHR in Q3 2023 and held it in 2 quarters. The position peaked at $4.36K in Q3 2023. 373 funds tracked by Wall St. Rank hold SCHR as of Q1 2024.

  • First Manhattan reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • First Manhattan sold 40 Schwab Intermediately-Term US Treasury ETF shares in Q1 2024, an estimated $994.
  • First Manhattan first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and held it in 2 quarters.
  • First Manhattan's Schwab Intermediately-Term US Treasury ETF position peaked at $4.36K in Q3 2023.
  • 373 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2024.

Based on First Manhattan's 13F filing for Q1 2024, filed 15 May 2024.