LFG
SCHR

Lockerman Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Lockerman Financial Group’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
Q4 		– Sell
-10,672
Closed -$256K – 89
2023
Q3 		$256K Hold
10,672
– – 0.69% 55
2023
Q2 		$263K Buy
+10,672
New +$267K 0.73% 50

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State Street
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PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return
Envestnet Asset Management
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Lockerman Financial Group's SCHR Position: Q4 2023 in Review

Lockerman Financial Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2023, closing a stake of 10,672 shares — an estimated $256K sold.

Lockerman Financial Group first reported a position in SCHR in Q2 2023 and held it in 2 quarters. The position peaked at $263K in Q2 2023. 391 funds tracked by Wall St. Rank hold SCHR as of Q4 2023.

  • Lockerman Financial Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Lockerman Financial Group sold 10,672 Schwab Intermediately-Term US Treasury ETF shares in Q4 2023, an estimated $256K.
  • Lockerman Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Lockerman Financial Group's Schwab Intermediately-Term US Treasury ETF position peaked at $263K in Q2 2023.
  • 391 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2023.

Based on Lockerman Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.