RIA
SCHR

Realta Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Realta Investment 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
Q3 		– Sell
-350
Closed -$8.54K – 699
2024
Q2 		$8.54K Hold
350
– – ﹤0.01% 686
2024
Q1 		$8.58K Buy
+350
New +$8.6K ﹤0.01% 711
2023
Q4 		– Sell
-550
Closed -$13.6K – 729
2023
Q3 		$13.6K Hold
550
– – ﹤0.01% 653
2023
Q2 		$13.6K Buy
+550
New +$13.8K ﹤0.01% 700
2023
Q1 		– Sell
-640
Closed -$15.8K – 751
2022
Q4 		$15.8K Hold
640
– – ﹤0.01% 674
2022
Q3 		$16K Buy
+640
New +$16.4K ﹤0.01% 647
2019
Q3 		– Sell
-22
Closed -$1K – 1772
2019
Q2 		$1K Buy
+22
New +$594 ﹤0.01% 1647

Other funds holding SCHR

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Charles Schwab San Francisco, California $654B AUM 26.35% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return