FSA Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

FSA Wealth 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
2024 Q1	$23.3K	Buy	+950	New	+$23.4K	0.01%	232

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

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

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

FSA Wealth Management's SCHR Position: Q1 2024 in Review

FSA Wealth Management opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2024: 950 shares worth $23.3K. The stake represents 0.01% of the portfolio and ranks #232 among its holdings.

373 funds tracked by Wall St. Rank hold SCHR as of Q1 2024.

FSA Wealth Management held 950 shares of Schwab Intermediately-Term US Treasury ETF worth $23.3K as of Q1 2024.
Schwab Intermediately-Term US Treasury ETF was a new FSA Wealth Management position in Q1 2024.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of FSA Wealth Management's portfolio in Q1 2024, its #232 holding.
373 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.