NFP
SCHR

Novak Financial Planning’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Novak Financial Planning’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
2021
Q2 		$646K Buy
22,736
+26
+0.1% +$738 0.32% 78
2021
Q1 		$641K Buy
22,710
+12
+0.1% +$344 0.35% 77
2020
Q4 		$661K Buy
+22,698
New +$661K 0.39% 68

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return

Novak Financial Planning's SCHR Position: Q2 2021 in Review

Novak Financial Planning increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.11% in Q2 2021, buying an estimated $738 and bringing the position to 22,736 shares worth $646K. The position accounts for 0.32% of the portfolio, ranked #78.

Novak Financial Planning first reported a position in SCHR in Q4 2020 and has held it in 3 quarters since. The position peaked at $661K in Q4 2020. 287 funds tracked by Wall St. Rank hold SCHR as of Q2 2021.

  • Novak Financial Planning held 22,736 shares of Schwab Intermediately-Term US Treasury ETF worth $646K as of Q2 2021.
  • Novak Financial Planning bought 26 Schwab Intermediately-Term US Treasury ETF shares in Q2 2021, an estimated $738.
  • Schwab Intermediately-Term US Treasury ETF made up 0.32% of Novak Financial Planning's portfolio in Q2 2021, its #78 holding.
  • Novak Financial Planning first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 3 quarters since.
  • Novak Financial Planning's Schwab Intermediately-Term US Treasury ETF position peaked at $661K in Q4 2020.
  • 287 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.