LWM
SCHR

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
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
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return