LPP
SCHR

Life Planning Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-260
Closed -$6.46K – 204
2023
Q4 		$6.46K Buy
+260
New +$6.28K 0.01% 172

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Stifel Financial
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Life Planning Partners's SCHR Position: Q1 2024 in Review

Life Planning Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2024, closing a stake of 260 shares — an estimated $6.46K sold.

Life Planning Partners first reported a position in SCHR in Q4 2023 and held it in 1 quarter. The position peaked at $6.46K in Q4 2023. 373 funds tracked by Wall St. Rank hold SCHR as of Q1 2024.

  • Life Planning Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 260 Schwab Intermediately-Term US Treasury ETF shares in Q1 2024, an estimated $6.46K.
  • Life Planning Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $6.46K in Q4 2023.
  • 373 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.