LWM
SCHR

Laidlaw Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Laidlaw Wealth Management’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
Q1 		– Sell
-74,734
Closed -$2.18M – 340
2020
Q4 		$2.18M Buy
+74,734
New +$2.18M 0.46% 60

Other funds holding SCHR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Laidlaw Wealth Management's SCHR Position: Q1 2021 in Review

Laidlaw Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2021, closing a stake of 74,734 shares — an estimated $2.18M sold.

Laidlaw Wealth Management first reported a position in SCHR in Q4 2020 and held it in 1 quarter. The position peaked at $2.18M in Q4 2020. 294 funds tracked by Wall St. Rank hold SCHR as of Q1 2021.

  • Laidlaw Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 74,734 Schwab Intermediately-Term US Treasury ETF shares in Q1 2021, an estimated $2.18M.
  • Laidlaw Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Laidlaw Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $2.18M in Q4 2020.
  • 294 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2021.

Based on Laidlaw Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.