PCMC
SCHR

Private Capital Management (Colorado)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Private Capital Management (Colorado)’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 		$2.53K Hold
104
– – ﹤0.01% 207
2024
Q3 		$2.63K Buy
+104
New +$2.6K ﹤0.01% 284
2023
Q4 		– Sell
-500
Closed -$12K – 225
2023
Q3 		$12K Buy
+500
New +$12.2K ﹤0.01% 203

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

Private Capital Management (Colorado)'s SCHR Position: Q4 2024 in Review

Private Capital Management (Colorado) held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q4 2024 at 104 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Private Capital Management (Colorado) first reported a position in SCHR in Q3 2023 and has held it in 3 quarters since. The position peaked at $12K in Q3 2023. 428 funds tracked by Wall St. Rank hold SCHR as of Q4 2024.

  • Private Capital Management (Colorado) held 104 shares of Schwab Intermediately-Term US Treasury ETF worth $2.53K as of Q4 2024.
  • Private Capital Management (Colorado) left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q4 2024.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #207 holding.
  • Private Capital Management (Colorado) first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and has held it in 3 quarters since.
  • Private Capital Management (Colorado)'s Schwab Intermediately-Term US Treasury ETF position peaked at $12K in Q3 2023.
  • 428 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.