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

Liberty 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
2023 Q2	–	Sell	-239,948	Closed	-$5.99M	–	229
2023 Q1	$5.99M	Buy	+239,948	New	+$5.98M	1.24%	23
2021 Q4	–	Sell	-92	Closed	-$3K	–	920
2021 Q3	$3K	Buy	+92	New	+$2.63K	﹤0.01%	1026
2020 Q3	–	Sell	-604	Closed	-$18K	–	945
2020 Q2	$18K	Buy	604 +190	+46%	+$5.57K	0.01%	397
2020 Q1	$12K	Buy	+414	New	+$11.7K	0.01%	440

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BWM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Liberty Wealth Management's SCHR Position: Q2 2023 in Review

Liberty Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2023, closing a stake of 239,948 shares — an estimated $5.99M sold.

Liberty Wealth Management first reported a position in SCHR in Q1 2020 and held it in 4 quarters. The position peaked at $5.99M in Q1 2023. 362 funds tracked by Wall St. Rank hold SCHR as of Q2 2023.

Liberty Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 239,948 Schwab Intermediately-Term US Treasury ETF shares in Q2 2023, an estimated $5.99M.
Liberty Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and held it in 4 quarters.
Liberty Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $5.99M in Q1 2023.
362 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.