Patriot Financial Group Insurance Agency’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-196	Closed	-$5K	–	1667
2022 Q2	$5K	Hold	196	–	–	﹤0.01%	1502
2022 Q1	$5K	Hold	196	–	–	﹤0.01%	1635
2021 Q4	$6K	Hold	196	–	–	﹤0.01%	1664
2021 Q3	$6K	Hold	196	–	–	﹤0.01%	1655
2021 Q2	$6K	Buy	196 +24	+14%	+$681	﹤0.01%	1603
2021 Q1	$5K	Buy	+172	New	+$4.93K	﹤0.01%	1570

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CSIA

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SCHR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2022, closing a stake of 196 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in SCHR in Q1 2021 and held it in 6 quarters. The position peaked at $6K in Q4 2021. 330 funds tracked by Wall St. Rank hold SCHR as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 196 Schwab Intermediately-Term US Treasury ETF shares in Q3 2022, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Schwab Intermediately-Term US Treasury ETF position peaked at $6K in Q4 2021.
330 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.