Hudock Inc’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Hudock Inc’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	–	Sell	-462	Closed	-$13K	–	856
2021 Q1	$13K	Sell	462 -788	-63%	-$22.6K	﹤0.01%	500
2020 Q4	$36K	Hold	1,250	–	–	0.01%	348
2020 Q3	$36K	Hold	1,250	–	–	0.01%	310
2020 Q2	$36K	Sell	1,250 -4,294	-77%	-$126K	0.01%	304
2020 Q1	$162K	Sell	5,544 -1,028	-16%	-$29K	0.06%	108
2019 Q4	$180K	Sell	6,572 -7,450	-53%	-$206K	0.06%	118
2019 Q3	$389K	Sell	14,022 -8,226	-37%	-$228K	0.14%	69
2019 Q2	$611K	Sell	22,248 -1,178	-5%	-$31.8K	0.22%	53
2019 Q1	$629K	Buy	23,426 +22,074	+1,633%	+$586K	0.23%	57
2018 Q4	$35K	Buy	+1,352	New	+$35.1K	0.01%	263

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 $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

I2I

Insight 2811 Inc Chicago, Illinois $259M AUM 14.87% 1-Year Est. Return

Hudock Inc's SCHR Position: Q2 2021 in Review

Hudock Inc sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2021, closing a stake of 462 shares — an estimated $13K sold.

Hudock Inc first reported a position in SCHR in Q4 2018 and held it in 10 quarters. The position peaked at $629K in Q1 2019. 287 funds tracked by Wall St. Rank hold SCHR as of Q2 2021.

Hudock Inc reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2021 after selling out during the quarter.
Hudock Inc sold 462 Schwab Intermediately-Term US Treasury ETF shares in Q2 2021, an estimated $13K.
Hudock Inc first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2018 and held it in 10 quarters.
Hudock Inc's Schwab Intermediately-Term US Treasury ETF position peaked at $629K in Q1 2019.
287 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2021.

Based on Hudock Inc's 13F filing for Q2 2021, filed 9 Aug 2021.