GF
SCHR

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

Goodman 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
-17,522
Closed -$430K – 75
2024
Q1 		$430K Buy
+17,522
New +$431K 0.1% 46

Other funds holding SCHR

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Royal Bank of Canada
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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

Goodman Financial's SCHR Position: Q2 2024 in Review

Goodman Financial sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2024, closing a stake of 17,522 shares — an estimated $430K sold.

Goodman Financial first reported a position in SCHR in Q1 2024 and held it in 1 quarter. The position peaked at $430K in Q1 2024. 385 funds tracked by Wall St. Rank hold SCHR as of Q2 2024.

  • Goodman Financial reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Goodman Financial sold 17,522 Schwab Intermediately-Term US Treasury ETF shares in Q2 2024, an estimated $430K.
  • Goodman Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Goodman Financial's Schwab Intermediately-Term US Treasury ETF position peaked at $430K in Q1 2024.
  • 385 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2024.

Based on Goodman Financial's 13F filing for Q2 2024, filed 5 Aug 2024.