Hazlett, Burt & Watson’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Hazlett, Burt & Watson’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 Q3	–	Sell	-296	Closed	-$7K	–	750
2023 Q2	$7K	Buy	+296	New	+$7.42K	0.01%	520
2023 Q1	–	Sell	-326	Closed	-$8K	–	682
2022 Q4	$8K	Buy	326 +246	+308%	+$6.05K	0.01%	486
2022 Q3	$2K	Buy	+80	New	+$2.04K	﹤0.01%	579
2022 Q2	–	Sell	-330	Closed	-$9K	–	608
2022 Q1	$9K	Buy	+330	New	+$9.01K	0.01%	481

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hazlett, Burt & Watson's SCHR Position: Q3 2023 in Review

Hazlett, Burt & Watson sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2023, closing a stake of 296 shares — an estimated $7K sold.

Hazlett, Burt & Watson first reported a position in SCHR in Q1 2022 and held it in 4 quarters. The position peaked at $9K in Q1 2022. 369 funds tracked by Wall St. Rank hold SCHR as of Q3 2023.

Hazlett, Burt & Watson reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
Hazlett, Burt & Watson sold 296 Schwab Intermediately-Term US Treasury ETF shares in Q3 2023, an estimated $7K.
Hazlett, Burt & Watson first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2022 and held it in 4 quarters.
Hazlett, Burt & Watson's Schwab Intermediately-Term US Treasury ETF position peaked at $9K in Q1 2022.
369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2023, filed 2 Nov 2023.