Gradient Investments’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Gradient Investments’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 Q3	–	Sell	-530	Closed	-$12.9K	–	1084
2024 Q2	$12.9K	Buy	530 +100	+23%	+$2.42K	﹤0.01%	698
2024 Q1	$10.5K	Hold	430	–	–	﹤0.01%	633
2023 Q4	$10.7K	Hold	430	–	–	﹤0.01%	830
2023 Q3	$10.3K	Sell	430 -1,712	-80%	-$41.7K	﹤0.01%	803
2023 Q2	$52.8K	Buy	2,142 +1,712	+398%	+$42.9K	﹤0.01%	493
2023 Q1	$10.8K	Sell	430 -204	-32%	-$5.08K	﹤0.01%	796
2022 Q4	$15.6K	Buy	634 +204	+47%	+$5.02K	﹤0.01%	733
2022 Q3	$11K	Hold	430	–	–	﹤0.01%	784
2022 Q2	$11K	Sell	430 -38	-8%	-$983	﹤0.01%	756
2022 Q1	$12K	Buy	468 +38	+9%	+$1.04K	﹤0.01%	742
2021 Q4	$12K	Buy	+430	New	+$12.1K	﹤0.01%	763
2021 Q3	–	Sell	-80	Closed	-$2K	–	1238
2021 Q2	$2K	Buy	+80	New	+$2.27K	﹤0.01%	1017
2018 Q3	–	Sell	-224	Closed	-$6K	–	1047
2018 Q2	$6K	Buy	+224	New	+$5.83K	﹤0.01%	698
2018 Q1	–	Sell	-2	Closed	–	–	1141
2017 Q4	$0	Buy	+2	New	+$54	﹤0.01%	1075
2017 Q3	–	Sell	-28	Closed	-$1K	–	620
2017 Q2	$1K	Buy	+28	New	+$756	﹤0.01%	754

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Gradient Investments's SCHR Position: Q3 2024 in Review

Gradient Investments sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2024, closing a stake of 530 shares — an estimated $12.9K sold.

Gradient Investments first reported a position in SCHR in Q2 2017 and held it in 15 quarters. The position peaked at $52.8K in Q2 2023. 385 funds tracked by Wall St. Rank hold SCHR as of Q3 2024.

Gradient Investments reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 530 Schwab Intermediately-Term US Treasury ETF shares in Q3 2024, an estimated $12.9K.
Gradient Investments first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2017 and held it in 15 quarters.
Gradient Investments's Schwab Intermediately-Term US Treasury ETF position peaked at $52.8K in Q2 2023.
385 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.