MSCM
SCHR

McElhenny Sheffield Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-84
Closed -$2.07K – 516
2022
Q4 		$2.07K Buy
+84
New +$2.07K ﹤0.01% 491

Other funds holding SCHR

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

McElhenny Sheffield Capital Management's SCHR Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2023, closing a stake of 84 shares — an estimated $2.07K sold.

McElhenny Sheffield Capital Management first reported a position in SCHR in Q4 2022 and held it in 1 quarter. The position peaked at $2.07K in Q4 2022. 369 funds tracked by Wall St. Rank hold SCHR as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 84 Schwab Intermediately-Term US Treasury ETF shares in Q1 2023, an estimated $2.07K.
  • McElhenny Sheffield Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $2.07K in Q4 2022.
  • 369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.