RMAM
SCHR

Raab & Moskowitz Asset Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Raab & Moskowitz Asset Management’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
2023
Q3 		– Sell
-10,952
Closed -$270K – 167
2023
Q2 		$270K Buy
+10,952
New +$274K 0.09% 144

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Stifel Financial
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Goldman Sachs
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Creative Planning
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State Street
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Envestnet Asset Management
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Raab & Moskowitz Asset Management's SCHR Position: Q3 2023 in Review

Raab & Moskowitz Asset Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2023, closing a stake of 10,952 shares — an estimated $270K sold.

Raab & Moskowitz Asset Management first reported a position in SCHR in Q2 2023 and held it in 1 quarter. The position peaked at $270K in Q2 2023. 369 funds tracked by Wall St. Rank hold SCHR as of Q3 2023.

  • Raab & Moskowitz Asset Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 10,952 Schwab Intermediately-Term US Treasury ETF shares in Q3 2023, an estimated $270K.
  • Raab & Moskowitz Asset Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's Schwab Intermediately-Term US Treasury ETF position peaked at $270K in Q2 2023.
  • 369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2023.

Based on Raab & Moskowitz Asset Management's 13F filing for Q3 2023, filed 30 Oct 2023.