PCFFS
SCHR

Pacific Center for Financial Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Pacific Center for Financial Services’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
Q4 		– Sell
-174
Closed -$5K – 419
2021
Q3 		$5K Buy
+174
New +$4.98K ﹤0.01% 328

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Stifel Financial
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State Street
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MIM
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BWM
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

Pacific Center for Financial Services's SCHR Position: Q4 2021 in Review

Pacific Center for Financial Services sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2021, closing a stake of 174 shares — an estimated $5K sold.

Pacific Center for Financial Services first reported a position in SCHR in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 314 funds tracked by Wall St. Rank hold SCHR as of Q4 2021.

  • Pacific Center for Financial Services reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Pacific Center for Financial Services sold 174 Schwab Intermediately-Term US Treasury ETF shares in Q4 2021, an estimated $5K.
  • Pacific Center for Financial Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2021 and held it in 1 quarter.
  • Pacific Center for Financial Services's Schwab Intermediately-Term US Treasury ETF position peaked at $5K in Q3 2021.
  • 314 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2021.

Based on Pacific Center for Financial Services's 13F filing for Q4 2021, filed 14 Feb 2022.