H&H Retirement Design & Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

H&H Retirement Design & 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
2023 Q1	–	Sell	-24,012	Closed	-$604K	–	86
2022 Q4	$604K	Sell	24,012 -53,146	-69%	-$1.31M	0.51%	34
2022 Q3	$1.87M	Sell	77,158 -2,220	-3%	-$56.8K	1.76%	15
2022 Q2	$2.06M	Buy	+79,378	New	+$2.05M	1.51%	16

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

H&H Retirement Design & Management's SCHR Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2023, closing a stake of 24,012 shares — an estimated $604K sold.

H&H Retirement Design & Management first reported a position in SCHR in Q2 2022 and held it in 3 quarters. The position peaked at $2.06M in Q2 2022. 369 funds tracked by Wall St. Rank hold SCHR as of Q1 2023.

H&H Retirement Design & Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 24,012 Schwab Intermediately-Term US Treasury ETF shares in Q1 2023, an estimated $604K.
H&H Retirement Design & Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2022 and held it in 3 quarters.
H&H Retirement Design & Management's Schwab Intermediately-Term US Treasury ETF position peaked at $2.06M in Q2 2022.
369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.