LEFP
SCHR

Leading Edge Financial Planning’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Leading Edge Financial Planning’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
2023
Q3 		– Sell
-8,294
Closed -$204K – 73
2023
Q2 		$204K Sell
8,294
-1,048
-11% -$26.3K 0.13% 66
2023
Q1 		$236K Buy
9,342
+52
+0.6% +$1.3K 0.17% 61
2022
Q4 		$229K Buy
+9,290
New +$229K 0.2% 59

Other funds holding SCHR

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Leading Edge Financial Planning's SCHR Position: Q3 2023 in Review

Leading Edge Financial Planning sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2023, closing a stake of 8,294 shares — an estimated $204K sold.

Leading Edge Financial Planning first reported a position in SCHR in Q4 2022 and held it in 3 quarters. The position peaked at $236K in Q1 2023. 369 funds tracked by Wall St. Rank hold SCHR as of Q3 2023.

  • Leading Edge Financial Planning reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Leading Edge Financial Planning sold 8,294 Schwab Intermediately-Term US Treasury ETF shares in Q3 2023, an estimated $204K.
  • Leading Edge Financial Planning first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and held it in 3 quarters.
  • Leading Edge Financial Planning's Schwab Intermediately-Term US Treasury ETF position peaked at $236K in Q1 2023.
  • 369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2023.

Based on Leading Edge Financial Planning's 13F filing for Q3 2023, filed 25 Oct 2023.