GSWM
SCHR

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

Greenup Street 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 		– Sell
-13,280
Closed -$330K – 90
2023
Q4 		$330K Buy
+13,280
New +$321K 0.09% 67

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Goldman Sachs
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CA
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State Street
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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
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Greenup Street Wealth Management's SCHR Position: Q1 2024 in Review

Greenup Street Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2024, closing a stake of 13,280 shares — an estimated $330K sold.

Greenup Street Wealth Management first reported a position in SCHR in Q4 2023 and held it in 1 quarter. The position peaked at $330K in Q4 2023. 373 funds tracked by Wall St. Rank hold SCHR as of Q1 2024.

  • Greenup Street Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Greenup Street Wealth Management sold 13,280 Schwab Intermediately-Term US Treasury ETF shares in Q1 2024, an estimated $330K.
  • Greenup Street Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Greenup Street Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $330K in Q4 2023.
  • 373 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2024.

Based on Greenup Street Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.