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

Reby 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
2020 Q4	$13M	Buy	+448,266	New	+$13.1M	3.42%	8

Other funds holding SCHR

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

I2I

Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Reby Advisors's SCHR Position: Q4 2020 in Review

Reby Advisors opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2020: 448,266 shares worth $13M. The stake represents 3.42% of the portfolio and ranks #8 among its holdings.

293 funds tracked by Wall St. Rank hold SCHR as of Q4 2020.

Reby Advisors held 448,266 shares of Schwab Intermediately-Term US Treasury ETF worth $13M as of Q4 2020.
Schwab Intermediately-Term US Treasury ETF was a new Reby Advisors position in Q4 2020.
Schwab Intermediately-Term US Treasury ETF made up 3.42% of Reby Advisors's portfolio in Q4 2020, its #8 holding.
293 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.