ME
SCHR

McIlrath & Eck’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

McIlrath & Eck’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
Q2 		– Sell
-66
Closed -$1.66K – 934
2023
Q1 		$1.66K Buy
+66
New +$1.65K ﹤0.01% 798

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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McIlrath & Eck's SCHR Position: Q2 2023 in Review

McIlrath & Eck sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2023, closing a stake of 66 shares — an estimated $1.66K sold.

McIlrath & Eck first reported a position in SCHR in Q1 2023 and held it in 1 quarter. The position peaked at $1.66K in Q1 2023. 363 funds tracked by Wall St. Rank hold SCHR as of Q2 2023.

  • McIlrath & Eck reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • McIlrath & Eck sold 66 Schwab Intermediately-Term US Treasury ETF shares in Q2 2023, an estimated $1.66K.
  • McIlrath & Eck first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and held it in 1 quarter.
  • McIlrath & Eck's Schwab Intermediately-Term US Treasury ETF position peaked at $1.66K in Q1 2023.
  • 363 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2023.

Based on McIlrath & Eck's 13F filing for Q2 2023, filed 7 Aug 2023.