Lindbrook Capital’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Lindbrook Capital’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	-28	Closed	-$696	–	2746
2023 Q4	$696	Hold	28	–	–	﹤0.01%	2536
2023 Q3	$671	Hold	28	–	–	﹤0.01%	2457
2023 Q2	$690	Hold	28	–	–	﹤0.01%	2440
2023 Q1	$706	Hold	28	–	–	﹤0.01%	2522
2022 Q4	$689	Hold	28	–	–	﹤0.01%	2530
2022 Q3	$1K	Buy	+28	New	+$716	﹤0.01%	2477

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 $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lindbrook Capital's SCHR Position: Q1 2024 in Review

Lindbrook Capital sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2024, closing a stake of 28 shares — an estimated $696 sold.

Lindbrook Capital first reported a position in SCHR in Q3 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 373 funds tracked by Wall St. Rank hold SCHR as of Q1 2024.

Lindbrook Capital reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
Lindbrook Capital sold 28 Schwab Intermediately-Term US Treasury ETF shares in Q1 2024, an estimated $696.
Lindbrook Capital first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2022 and held it in 6 quarters.
Lindbrook Capital's Schwab Intermediately-Term US Treasury ETF position peaked at $1K in Q3 2022.
373 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2024.

Based on Lindbrook Capital's 13F filing for Q1 2024, filed 25 Apr 2024.