HWMA
SCHR

Heritage Wealth Management (Arizona)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$45.4K Buy
1,842
+920
+100% +$22.6K 0.01% 511
2022
Q3 		$23K Sell
922
-8,618
-90% -$220K 0.01% 511
2022
Q2 		$246K Sell
9,540
-1,074
-10% -$27.8K 0.08% 194
2022
Q1 		$283K Buy
+10,614
New +$290K 0.08% 206

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SCHR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 100% in Q4 2022, buying an estimated $22.6K and bringing the position to 1,842 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #511.

Heritage Wealth Management (Arizona) first reported a position in SCHR in Q1 2022 and has held it in 4 quarters since. The position peaked at $283K in Q1 2022. 357 funds tracked by Wall St. Rank hold SCHR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,842 shares of Schwab Intermediately-Term US Treasury ETF worth $45.4K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 920 Schwab Intermediately-Term US Treasury ETF shares in Q4 2022, an estimated $22.6K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #511 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s Schwab Intermediately-Term US Treasury ETF position peaked at $283K in Q1 2022.
  • 357 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.