IWP
SCHR

IAG Wealth Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

IAG Wealth Partners’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
-206
Closed -$6K – 389
2021
Q1 		$6K Buy
+206
New +$5.91K ﹤0.01% 305

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

IAG Wealth Partners's SCHR Position: Q2 2021 in Review

IAG Wealth Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2021, closing a stake of 206 shares — an estimated $6K sold.

IAG Wealth Partners first reported a position in SCHR in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 287 funds tracked by Wall St. Rank hold SCHR as of Q2 2021.

  • IAG Wealth Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • IAG Wealth Partners sold 206 Schwab Intermediately-Term US Treasury ETF shares in Q2 2021, an estimated $6K.
  • IAG Wealth Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2021 and held it in 1 quarter.
  • IAG Wealth Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $6K in Q1 2021.
  • 287 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2021.

Based on IAG Wealth Partners's 13F filing for Q2 2021, filed 4 Aug 2021.