LWA
SCHR

Lowe Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Lowe Wealth Advisors’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
Q2 		– Sell
-98
Closed -$3K – 331
2022
Q1 		$3K Buy
+98
New +$2.68K ﹤0.01% 277

Other funds holding SCHR

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lowe Wealth Advisors's SCHR Position: Q2 2022 in Review

Lowe Wealth Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2022, closing a stake of 98 shares — an estimated $3K sold.

Lowe Wealth Advisors first reported a position in SCHR in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 320 funds tracked by Wall St. Rank hold SCHR as of Q2 2022.

  • Lowe Wealth Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • Lowe Wealth Advisors sold 98 Schwab Intermediately-Term US Treasury ETF shares in Q2 2022, an estimated $3K.
  • Lowe Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2022 and held it in 1 quarter.
  • Lowe Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $3K in Q1 2022.
  • 320 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2022.

Based on Lowe Wealth Advisors's 13F filing for Q2 2022, filed 7 Jul 2022.