HNWA
SCHR

Henrickson Nauta Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Henrickson Nauta Wealth Advisors’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
2022
Q1 		– Sell
-90
Closed -$2K – 217
2021
Q4 		$2K Buy
+90
New +$2.53K ﹤0.01% 242

Other funds holding SCHR

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CSIA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
State Street
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
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's SCHR Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2022, closing a stake of 90 shares — an estimated $2K sold.

Henrickson Nauta Wealth Advisors first reported a position in SCHR in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 318 funds tracked by Wall St. Rank hold SCHR as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 90 Schwab Intermediately-Term US Treasury ETF shares in Q1 2022, an estimated $2K.
  • Henrickson Nauta Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $2K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.