LTI
SCHR

Laffer Tengler Investments’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Laffer Tengler Investments’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
-2,742
Closed -$67.2K – 439
2024
Q1 		$67.2K Buy
+2,742
New +$67.4K 0.02% 231

Other funds holding SCHR

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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

Laffer Tengler Investments's SCHR Position: Q2 2024 in Review

Laffer Tengler Investments sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2024, closing a stake of 2,742 shares — an estimated $67.2K sold.

Laffer Tengler Investments first reported a position in SCHR in Q1 2024 and held it in 1 quarter. The position peaked at $67.2K in Q1 2024. 385 funds tracked by Wall St. Rank hold SCHR as of Q2 2024.

  • Laffer Tengler Investments reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 2,742 Schwab Intermediately-Term US Treasury ETF shares in Q2 2024, an estimated $67.2K.
  • Laffer Tengler Investments first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Laffer Tengler Investments's Schwab Intermediately-Term US Treasury ETF position peaked at $67.2K in Q1 2024.
  • 385 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2024.

Based on Laffer Tengler Investments's 13F filing for Q2 2024, filed 14 Aug 2024.