FFG
SCHR

Ford Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Ford Financial 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
Q1 		– Sell
-9,656
Closed -$238K – 85
2022
Q4 		$238K Sell
9,656
-70
-0.7% -$1.72K 0.09% 107
2022
Q3 		$238K Buy
+9,726
New +$249K 0.1% 103

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Ameriprise
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Goldman Sachs
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BWM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MIM
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ford Financial Group's SCHR Position: Q1 2023 in Review

Ford Financial Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2023, closing a stake of 9,656 shares — an estimated $238K sold.

Ford Financial Group first reported a position in SCHR in Q3 2022 and held it in 2 quarters. The position peaked at $238K in Q3 2022. 369 funds tracked by Wall St. Rank hold SCHR as of Q1 2023.

  • Ford Financial Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 9,656 Schwab Intermediately-Term US Treasury ETF shares in Q1 2023, an estimated $238K.
  • Ford Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2022 and held it in 2 quarters.
  • Ford Financial Group's Schwab Intermediately-Term US Treasury ETF position peaked at $238K in Q3 2022.
  • 369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.