FPF
SCHR

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

First Pacific Financial’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
Q2 		– Sell
-106
Closed -$2.6K – 464
2024
Q1 		$2.6K Buy
+106
New +$2.61K ﹤0.01% 341

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

First Pacific Financial's SCHR Position: Q2 2024 in Review

First Pacific Financial sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2024, closing a stake of 106 shares — an estimated $2.6K sold.

First Pacific Financial first reported a position in SCHR in Q1 2024 and held it in 1 quarter. The position peaked at $2.6K in Q1 2024. 385 funds tracked by Wall St. Rank hold SCHR as of Q2 2024.

  • First Pacific Financial reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • First Pacific Financial sold 106 Schwab Intermediately-Term US Treasury ETF shares in Q2 2024, an estimated $2.6K.
  • First Pacific Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and held it in 1 quarter.
  • First Pacific Financial's Schwab Intermediately-Term US Treasury ETF position peaked at $2.6K in Q1 2024.
  • 385 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2024.

Based on First Pacific Financial's 13F filing for Q2 2024, filed 19 Jul 2024.