JWA
SCHR

JFS Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

JFS Wealth Advisors’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
2024
Q2 		– Sell
-1,000
Closed -$24.5K – 2038
2024
Q1 		$24.5K Hold
1,000
– – ﹤0.01% 582
2023
Q4 		$24.9K Hold
1,000
– – ﹤0.01% 536
2023
Q3 		$24K Hold
1,000
– – ﹤0.01% 498
2023
Q2 		$24.6K Buy
+1,000
New +$25.1K ﹤0.01% 491

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

JFS Wealth Advisors's SCHR Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2024, closing a stake of 1,000 shares — an estimated $24.5K sold.

JFS Wealth Advisors first reported a position in SCHR in Q2 2023 and held it in 4 quarters. The position peaked at $24.9K in Q4 2023. 385 funds tracked by Wall St. Rank hold SCHR as of Q2 2024.

  • JFS Wealth Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,000 Schwab Intermediately-Term US Treasury ETF shares in Q2 2024, an estimated $24.5K.
  • JFS Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and held it in 4 quarters.
  • JFS Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $24.9K in Q4 2023.
  • 385 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.