Human Investing’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Human Investing’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
2020 Q4	–	Sell	-472	Closed	-$14K	–	325
2020 Q3	$14K	Sell	472 -134	-22%	-$3.93K	﹤0.01%	213
2020 Q2	$18K	Sell	606 -2,564	-81%	-$75.2K	0.01%	194
2020 Q1	$93K	Sell	3,170 -15,078	-83%	-$426K	0.04%	117
2019 Q4	$501K	Buy	18,248 +3,404	+23%	+$94.1K	0.16%	87
2019 Q3	$412K	Buy	14,844 +898	+6%	+$24.8K	0.15%	88
2019 Q2	$383K	Sell	13,946 -16,632	-54%	-$449K	0.14%	91
2019 Q1	$822K	Buy	30,578 +1,148	+4%	+$30.5K	0.31%	83
2018 Q4	$779K	Buy	+29,430	New	+$764K	0.32%	84

Other funds holding SCHR

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

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

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

I2I

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Human Investing's SCHR Position: Q4 2020 in Review

Human Investing sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2020, closing a stake of 472 shares — an estimated $14K sold.

Human Investing first reported a position in SCHR in Q4 2018 and held it in 8 quarters. The position peaked at $822K in Q1 2019. 293 funds tracked by Wall St. Rank hold SCHR as of Q4 2020.

Human Investing reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2020 after selling out during the quarter.
Human Investing sold 472 Schwab Intermediately-Term US Treasury ETF shares in Q4 2020, an estimated $14K.
Human Investing first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2018 and held it in 8 quarters.
Human Investing's Schwab Intermediately-Term US Treasury ETF position peaked at $822K in Q1 2019.
293 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2020.

Based on Human Investing's 13F filing for Q4 2020, filed 4 Feb 2021.