NC
SCHR

NewSquare Capital’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

NewSquare Capital’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
-344
Closed -$8.48K – 849
2023
Q2 		$8.48K Buy
+344
New +$8.62K ﹤0.01% 356

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NewSquare Capital's SCHR Position: Q3 2023 in Review

NewSquare Capital sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2023, closing a stake of 344 shares — an estimated $8.48K sold.

NewSquare Capital first reported a position in SCHR in Q2 2023 and held it in 1 quarter. The position peaked at $8.48K in Q2 2023. 369 funds tracked by Wall St. Rank hold SCHR as of Q3 2023.

  • NewSquare Capital reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • NewSquare Capital sold 344 Schwab Intermediately-Term US Treasury ETF shares in Q3 2023, an estimated $8.48K.
  • NewSquare Capital first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and held it in 1 quarter.
  • NewSquare Capital's Schwab Intermediately-Term US Treasury ETF position peaked at $8.48K in Q2 2023.
  • 369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.