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

Lenox 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
2022 Q1	–	Sell	-294	Closed	-$8K	–	961
2021 Q4	$8K	Buy	294 +276	+1,533%	+$7.77K	﹤0.01%	543
2021 Q3	$1K	Buy	+18	New	+$515	﹤0.01%	692
2021 Q1	–	Sell	-14	Closed	–	–	747
2020 Q4	$0	Hold	14	–	–	﹤0.01%	664
2020 Q3	$0	Hold	14	–	–	﹤0.01%	641
2020 Q2	$0	Hold	14	–	–	﹤0.01%	767
2020 Q1	$0	Hold	14	–	–	﹤0.01%	915
2019 Q4	$0	Hold	14	–	–	﹤0.01%	809
2019 Q3	$0	Buy	+14	New	+$387	﹤0.01%	642

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

Lenox Wealth Advisors's SCHR Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2022, closing a stake of 294 shares — an estimated $8K sold.

Lenox Wealth Advisors first reported a position in SCHR in Q3 2019 and held it in 8 quarters. The position peaked at $8K in Q4 2021. 318 funds tracked by Wall St. Rank hold SCHR as of Q1 2022.

Lenox Wealth Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 294 Schwab Intermediately-Term US Treasury ETF shares in Q1 2022, an estimated $8K.
Lenox Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2019 and held it in 8 quarters.
Lenox Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $8K in Q4 2021.
318 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.