MA
SCHR

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

MONECO 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
Q1 		– Sell
-9,232
Closed -$254K – 255
2021
Q4 		$254K Sell
9,232
-2,682
-23% -$75.5K 0.1% 204
2021
Q3 		$338K Sell
11,914
-3,330
-22% -$95.3K 0.13% 165
2021
Q2 		$433K Sell
15,244
-1,544
-9% -$43.8K 0.2% 118
2021
Q1 		$474K Buy
+16,788
New +$482K 0.23% 104

Other funds holding SCHR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MONECO Advisors's SCHR Position: Q1 2022 in Review

MONECO Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2022, closing a stake of 9,232 shares — an estimated $254K sold.

MONECO Advisors first reported a position in SCHR in Q1 2021 and held it in 4 quarters. The position peaked at $474K in Q1 2021. 318 funds tracked by Wall St. Rank hold SCHR as of Q1 2022.

  • MONECO Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • MONECO Advisors sold 9,232 Schwab Intermediately-Term US Treasury ETF shares in Q1 2022, an estimated $254K.
  • MONECO Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2021 and held it in 4 quarters.
  • MONECO Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $474K in Q1 2021.
  • 318 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2022.

Based on MONECO Advisors's 13F filing for Q1 2022, filed 9 May 2022.