Mark Sheptoff Financial Planning’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Mark Sheptoff Financial Planning’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 Q3	–	Sell	-130	Closed	-$3.2K	–	402
2023 Q2	$3.2K	Hold	130	–	–	﹤0.01%	331
2023 Q1	$3.28K	Hold	130	–	–	﹤0.01%	325
2022 Q4	$3.2K	Hold	130	–	–	﹤0.01%	329
2022 Q3	$3K	Hold	130	–	–	﹤0.01%	316
2022 Q2	$3K	Hold	130	–	–	﹤0.01%	328
2022 Q1	$3K	Hold	130	–	–	﹤0.01%	370
2021 Q4	$4K	Hold	130	–	–	﹤0.01%	379
2021 Q3	$4K	Hold	130	–	–	﹤0.01%	350
2021 Q2	$4K	Hold	130	–	–	﹤0.01%	373
2021 Q1	$4K	Hold	130	–	–	﹤0.01%	328
2020 Q4	$4K	Hold	130	–	–	﹤0.01%	312
2020 Q3	$4K	Hold	130	–	–	﹤0.01%	280
2020 Q2	$4K	Hold	130	–	–	﹤0.01%	309
2020 Q1	$4K	Buy	+130	New	+$3.67K	﹤0.01%	288

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mark Sheptoff Financial Planning's SCHR Position: Q3 2023 in Review

Mark Sheptoff Financial Planning sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2023, closing a stake of 130 shares — an estimated $3.2K sold.

Mark Sheptoff Financial Planning first reported a position in SCHR in Q1 2020 and held it in 14 quarters. The position peaked at $4K in Q4 2021. 369 funds tracked by Wall St. Rank hold SCHR as of Q3 2023.

Mark Sheptoff Financial Planning reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 130 Schwab Intermediately-Term US Treasury ETF shares in Q3 2023, an estimated $3.2K.
Mark Sheptoff Financial Planning first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and held it in 14 quarters.
Mark Sheptoff Financial Planning's Schwab Intermediately-Term US Treasury ETF position peaked at $4K in Q4 2021.
369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2023, filed 13 Nov 2023.