PS
SCHR

Planned Solutions’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Planned Solutions’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
Q4 		– Sell
-180
Closed -$4.55K – 536
2024
Q3 		$4.55K Buy
+180
New +$4.5K ﹤0.01% 508

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Planned Solutions's SCHR Position: Q4 2024 in Review

Planned Solutions sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2024, closing a stake of 180 shares — an estimated $4.55K sold.

Planned Solutions first reported a position in SCHR in Q3 2024 and held it in 1 quarter. The position peaked at $4.55K in Q3 2024. 428 funds tracked by Wall St. Rank hold SCHR as of Q4 2024.

  • Planned Solutions reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 180 Schwab Intermediately-Term US Treasury ETF shares in Q4 2024, an estimated $4.55K.
  • Planned Solutions first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's Schwab Intermediately-Term US Treasury ETF position peaked at $4.55K in Q3 2024.
  • 428 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.