Neuberger Berman Group
SCHR

Neuberger Berman Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Neuberger Berman Group’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
2024
Q3 		– Sell
-32,722
Closed -$798K – 1985
2024
Q2 		$798K Buy
+32,722
New +$792K ﹤0.01% 1348

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Neuberger Berman Group's SCHR Position: Q3 2024 in Review

Neuberger Berman Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2024, closing a stake of 32,722 shares — an estimated $798K sold.

Neuberger Berman Group first reported a position in SCHR in Q2 2024 and held it in 1 quarter. The position peaked at $798K in Q2 2024. 384 funds tracked by Wall St. Rank hold SCHR as of Q3 2024.

  • Neuberger Berman Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Neuberger Berman Group sold 32,722 Schwab Intermediately-Term US Treasury ETF shares in Q3 2024, an estimated $798K.
  • Neuberger Berman Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Neuberger Berman Group's Schwab Intermediately-Term US Treasury ETF position peaked at $798K in Q2 2024.
  • 384 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2024.

Based on Neuberger Berman Group's 13F filing for Q3 2024, filed 14 Nov 2024.