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

Prudential Financial’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	-26,020	Closed	-$658K	–	2631
2024 Q3	$658K	Buy	26,020 +1,466	+6%	+$36.6K	﹤0.01%	2097
2024 Q2	$599K	Buy	24,554 +8,784	+56%	+$213K	﹤0.01%	2091
2024 Q1	$387K	Sell	15,770 -2,292	-13%	-$56.3K	﹤0.01%	2259
2023 Q4	$449K	Buy	18,062 +6,974	+63%	+$168K	﹤0.01%	2176
2023 Q3	$266K	Buy	11,088 +2,016	+22%	+$49.1K	﹤0.01%	2300
2023 Q2	$224K	Buy	+9,072	New	+$227K	﹤0.01%	2404
2022 Q4	–	Sell	-8,888	Closed	-$219K	–	2691
2022 Q3	$219K	Sell	8,888 -1,518	-15%	-$38.8K	﹤0.01%	2427
2022 Q2	$267K	Buy	+10,406	New	+$269K	﹤0.01%	2379
2020 Q3	–	Sell	-7,250	Closed	-$213K	–	2466
2020 Q2	$213K	Sell	7,250 -2,632	-27%	-$77.2K	﹤0.01%	2241
2020 Q1	$290K	Buy	+9,882	New	+$279K	﹤0.01%	2074

Other funds holding SCHR

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

CWA

Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return

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

Prudential Financial's SCHR Position: Q4 2024 in Review

Prudential Financial sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2024, closing a stake of 26,020 shares — an estimated $658K sold.

Prudential Financial first reported a position in SCHR in Q1 2020 and held it in 10 quarters. The position peaked at $658K in Q3 2024. 428 funds tracked by Wall St. Rank hold SCHR as of Q4 2024.

Prudential Financial reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
Prudential Financial sold 26,020 Schwab Intermediately-Term US Treasury ETF shares in Q4 2024, an estimated $658K.
Prudential Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and held it in 10 quarters.
Prudential Financial's Schwab Intermediately-Term US Treasury ETF position peaked at $658K in Q3 2024.
428 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.