HS
SCHR

Horan Securities’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Horan Securities’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 		$1K Hold
40
– – ﹤0.01% 457
2021
Q1 		$1K Hold
40
– – ﹤0.01% 403
2020
Q4 		$1K Buy
+40
New +$1.17K ﹤0.01% 391

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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
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
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

Horan Securities's SCHR Position: Q2 2021 in Review

Horan Securities held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2021 at 40 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Horan Securities first reported a position in SCHR in Q4 2020 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold SCHR as of Q2 2021.

  • Horan Securities held 40 shares of Schwab Intermediately-Term US Treasury ETF worth $1K as of Q2 2021.
  • Horan Securities left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2021.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Horan Securities's portfolio in Q2 2021, its #457 holding.
  • Horan Securities first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2021.

Based on Horan Securities's 13F filing for Q2 2021, filed 5 Aug 2021.