Laurel Wealth Advisors (California)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Laurel Wealth Advisors (California)’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	-7,160	Closed	-$201K	–	796
2021 Q4	$201K	Buy	+7,160	New	+$202K	0.02%	759
2020 Q2	–	Sell	-110,392	Closed	-$3.24M	–	390
2020 Q1	$3.24M	Buy	110,392 +19,670	+22%	+$556K	0.75%	28
2019 Q4	$2.49M	Buy	+90,722	New	+$2.51M	0.42%	58

Other funds holding SCHR

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

BWM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SCHR Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2022, closing a stake of 7,160 shares — an estimated $201K sold.

Laurel Wealth Advisors (California) first reported a position in SCHR in Q4 2019 and held it in 3 quarters. The position peaked at $3.24M in Q1 2020. 318 funds tracked by Wall St. Rank hold SCHR as of Q1 2022.

Laurel Wealth Advisors (California) reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 7,160 Schwab Intermediately-Term US Treasury ETF shares in Q1 2022, an estimated $201K.
Laurel Wealth Advisors (California) first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and held it in 3 quarters.
Laurel Wealth Advisors (California)'s Schwab Intermediately-Term US Treasury ETF position peaked at $3.24M in Q1 2020.
318 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.