Householder Group Estate & Retirement Specialist’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-6,980	Closed	-$176K	–	1084
2024 Q3	$176K	Hold	6,980	–	–	0.05%	265
2024 Q2	$170K	Hold	6,980	–	–	0.05%	265
2024 Q1	$171K	Hold	6,980	–	–	0.05%	260
2023 Q4	$173K	Hold	6,980	–	–	0.06%	256
2023 Q3	$167K	Buy	+6,980	New	+$170K	0.06%	237
2023 Q1	$184K	Buy	+7,284	New	+$182K	0.07%	208
2022 Q4	–	Sell	-2,040	Closed	-$50K	–	970
2022 Q3	$50K	Buy	+2,040	New	+$52.1K	0.02%	400

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's SCHR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2024, closing a stake of 6,980 shares — an estimated $176K sold.

Householder Group Estate & Retirement Specialist first reported a position in SCHR in Q3 2022 and held it in 7 quarters. The position peaked at $184K in Q1 2023. 428 funds tracked by Wall St. Rank hold SCHR as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 6,980 Schwab Intermediately-Term US Treasury ETF shares in Q4 2024, an estimated $176K.
Householder Group Estate & Retirement Specialist first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Schwab Intermediately-Term US Treasury ETF position peaked at $184K in Q1 2023.
428 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.