Intersect Capital’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Intersect Capital’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
2022 Q1	–	Sell	-8,512	Closed	-$239K	–	464
2021 Q4	$239K	Sell	8,512 -230	-3%	-$6.47K	0.04%	363
2021 Q3	$248K	Hold	8,742	–	–	0.04%	317
2021 Q2	$249K	Hold	8,742	–	–	0.04%	299
2021 Q1	$247K	Hold	8,742	–	–	0.05%	279
2020 Q4	$254K	Hold	8,742	–	–	0.06%	238
2020 Q3	$256K	Hold	8,742	–	–	0.07%	187
2020 Q2	$257K	Hold	8,742	–	–	0.08%	152
2020 Q1	$257K	Sell	8,742 -360	-4%	-$10.2K	0.1%	132
2019 Q4	$250K	Hold	9,102	–	–	0.08%	141
2019 Q3	$253K	Buy	+9,102	New	+$252K	0.09%	138

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

MAM

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

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

BWM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Intersect Capital's SCHR Position: Q1 2022 in Review

Intersect Capital sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2022, closing a stake of 8,512 shares — an estimated $239K sold.

Intersect Capital first reported a position in SCHR in Q3 2019 and held it in 10 quarters. The position peaked at $257K in Q2 2020. 317 funds tracked by Wall St. Rank hold SCHR as of Q1 2022.

Intersect Capital reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
Intersect Capital sold 8,512 Schwab Intermediately-Term US Treasury ETF shares in Q1 2022, an estimated $239K.
Intersect Capital first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2019 and held it in 10 quarters.
Intersect Capital's Schwab Intermediately-Term US Treasury ETF position peaked at $257K in Q2 2020.
317 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2022.

Based on Intersect Capital's 13F filing for Q1 2022, filed 11 May 2022.