GJIA
SCHR

Glass Jacobson Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Glass Jacobson Investment Advisors’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
Q4 		– Sell
-822
Closed -$19.7K – 807
2023
Q3 		$19.7K Buy
822
+6
+0.7% +$146 0.01% 426
2023
Q2 		$20.1K Buy
+816
New +$20.4K 0.01% 427
2022
Q4 		$19.8K Buy
+806
New +$19.8K 0.01% 430

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Glass Jacobson Investment Advisors's SCHR Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2023, closing a stake of 822 shares — an estimated $19.7K sold.

Glass Jacobson Investment Advisors first reported a position in SCHR in Q4 2022 and held it in 3 quarters. The position peaked at $20.1K in Q2 2023. 391 funds tracked by Wall St. Rank hold SCHR as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 822 Schwab Intermediately-Term US Treasury ETF shares in Q4 2023, an estimated $19.7K.
  • Glass Jacobson Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $20.1K in Q2 2023.
  • 391 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.