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

Litman Gregory 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
2022 Q1	–	Sell	-16,890	Closed	-$474K	–	76
2021 Q4	$474K	Buy	+16,890	New	+$475K	0.08%	58
2021 Q2	–	Sell	-2,390	Closed	-$67K	–	171
2021 Q1	$67K	Hold	2,390	–	–	0.01%	90
2020 Q4	$70K	Hold	2,390	–	–	0.01%	88
2020 Q3	$70K	Hold	2,390	–	–	0.01%	84
2020 Q2	$70K	Hold	2,390	–	–	0.02%	82
2020 Q1	$70K	Sell	2,390 -1,440	-38%	-$40.7K	0.02%	71
2019 Q4	$105K	Buy	+3,830	New	+$106K	0.02%	73

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

Litman Gregory Wealth Management's SCHR Position: Q1 2022 in Review

Litman Gregory Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2022, closing a stake of 16,890 shares — an estimated $474K sold.

Litman Gregory Wealth Management first reported a position in SCHR in Q4 2019 and held it in 7 quarters. The position peaked at $474K in Q4 2021. 318 funds tracked by Wall St. Rank hold SCHR as of Q1 2022.

Litman Gregory Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
Litman Gregory Wealth Management sold 16,890 Schwab Intermediately-Term US Treasury ETF shares in Q1 2022, an estimated $474K.
Litman Gregory Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and held it in 7 quarters.
Litman Gregory Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $474K in Q4 2021.
318 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2022.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.