GKWIM
SCHR

Gerber Kawasaki Wealth & Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-2
Closed – – 939
2021
Q3 		$0 Buy
+2
New +$57 ﹤0.01% 1223

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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SCHR Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2021, closing a stake of 2 shares.

Gerber Kawasaki Wealth & Investment Management first reported a position in SCHR in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 314 funds tracked by Wall St. Rank hold SCHR as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2 Schwab Intermediately-Term US Treasury ETF shares in Q4 2021.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Schwab Intermediately-Term US Treasury ETF position peaked at $0 in Q3 2021.
  • 314 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.