Plante Moran Financial Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Plante Moran Financial Advisors’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	-638	Closed	-$15.4K	–	867
2024 Q1	$15.6K	Sell	638 -168	-21%	-$4.13K	﹤0.01%	536
2023 Q4	$20K	Buy	+806	New	+$19.5K	﹤0.01%	454
2022 Q4	–	Sell	-248	Closed	-$6K	–	960
2022 Q3	$6K	Buy	+248	New	+$6.34K	﹤0.01%	671
2021 Q2	–	Sell	-38	Closed	-$1K	–	1067
2021 Q1	$1K	Buy	+38	New	+$1.09K	﹤0.01%	973
2019 Q1	–	Sell	-26	Closed	-$1K	–	916
2018 Q4	$1K	Buy	+26	New	+$675	﹤0.01%	830

Other funds holding SCHR

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Plante Moran Financial Advisors's SCHR Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2024, closing a stake of 638 shares — an estimated $15.4K sold.

Plante Moran Financial Advisors first reported a position in SCHR in Q4 2018 and held it in 5 quarters. The position peaked at $20K in Q4 2023. 385 funds tracked by Wall St. Rank hold SCHR as of Q2 2024.

Plante Moran Financial Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 638 Schwab Intermediately-Term US Treasury ETF shares in Q2 2024, an estimated $15.4K.
Plante Moran Financial Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2018 and held it in 5 quarters.
Plante Moran Financial Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $20K in Q4 2023.
385 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.