RFA
SCHR

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

Reilly Financial 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
2021
Q4 		$5K Hold
176
– – ﹤0.01% 850
2021
Q3 		$5K Buy
+176
New +$5.04K ﹤0.01% 755
2018
Q4 		– Sell
-106
Closed -$3K – 1011
2018
Q3 		$3K Buy
+106
New +$2.76K ﹤0.01% 912

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

Reilly Financial Advisors's SCHR Position: Q4 2021 in Review

Reilly Financial Advisors held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q4 2021 at 176 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Reilly Financial Advisors first reported a position in SCHR in Q3 2018 and has held it in 3 quarters since. 314 funds tracked by Wall St. Rank hold SCHR as of Q4 2021.

  • Reilly Financial Advisors held 176 shares of Schwab Intermediately-Term US Treasury ETF worth $5K as of Q4 2021.
  • Reilly Financial Advisors left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q4 2021.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #850 holding.
  • Reilly Financial Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2018 and has held it in 3 quarters since.
  • 314 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.