PFG
SCHR

Pacific Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Pacific Financial 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
Q2 		– Sell
-11,096
Closed -$272K – 59
2024
Q1 		$272K Buy
+11,096
New +$273K 0.19% 53

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Pacific Financial Group's SCHR Position: Q2 2024 in Review

Pacific Financial Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2024, closing a stake of 11,096 shares — an estimated $272K sold.

Pacific Financial Group first reported a position in SCHR in Q1 2024 and held it in 1 quarter. The position peaked at $272K in Q1 2024. 385 funds tracked by Wall St. Rank hold SCHR as of Q2 2024.

  • Pacific Financial Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Pacific Financial Group sold 11,096 Schwab Intermediately-Term US Treasury ETF shares in Q2 2024, an estimated $272K.
  • Pacific Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Pacific Financial Group's Schwab Intermediately-Term US Treasury ETF position peaked at $272K in Q1 2024.
  • 385 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2024.

Based on Pacific Financial Group's 13F filing for Q2 2024, filed 2 Aug 2024.