IPW
SCHR

Impact Partnership Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-36
Closed -$863 – 1056
2023
Q3 		$863 Hold
36
– – ﹤0.01% 899
2023
Q2 		$887 Buy
+36
New +$902 ﹤0.01% 807

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Impact Partnership Wealth's SCHR Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2023, closing a stake of 36 shares — an estimated $863 sold.

Impact Partnership Wealth first reported a position in SCHR in Q2 2023 and held it in 2 quarters. The position peaked at $887 in Q2 2023. 391 funds tracked by Wall St. Rank hold SCHR as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 36 Schwab Intermediately-Term US Treasury ETF shares in Q4 2023, an estimated $863.
  • Impact Partnership Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $887 in Q2 2023.
  • 391 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.