Hoover Financial Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Hoover Financial 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
2021 Q2	$740K	Buy	26,020 +6	+0%	+$170	0.13%	64
2021 Q1	$738K	Sell	26,014 -1,096	-4%	-$31.4K	0.14%	62
2020 Q4	$783K	Sell	27,110 -722	-3%	-$21K	0.2%	46
2020 Q3	$817K	Buy	27,832 +15,094	+118%	+$443K	0.27%	36
2020 Q2	$374K	Buy	12,738 +5,108	+67%	+$150K	0.14%	55
2020 Q1	$224K	Buy	+7,630	New	+$216K	0.12%	71

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

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

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

BWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

I2I

Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return

Hoover Financial Advisors's SCHR Position: Q2 2021 in Review

Hoover Financial Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.02% in Q2 2021, buying an estimated $170 and bringing the position to 26,020 shares worth $740K. The position accounts for 0.13% of the portfolio, ranked #64.

Hoover Financial Advisors first reported a position in SCHR in Q1 2020 and has held it in 6 quarters since. The position peaked at $817K in Q3 2020. 287 funds tracked by Wall St. Rank hold SCHR as of Q2 2021.

Hoover Financial Advisors held 26,020 shares of Schwab Intermediately-Term US Treasury ETF worth $740K as of Q2 2021.
Hoover Financial Advisors bought 6 Schwab Intermediately-Term US Treasury ETF shares in Q2 2021, an estimated $170.
Schwab Intermediately-Term US Treasury ETF made up 0.13% of Hoover Financial Advisors's portfolio in Q2 2021, its #64 holding.
Hoover Financial Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and has held it in 6 quarters since.
Hoover Financial Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $817K in Q3 2020.
287 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.