RRC
SCHR

Relaxing Retirement Coach’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Relaxing Retirement Coach’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
2022
Q3 		– Sell
-7,734
Closed -$200K – 58
2022
Q2 		$200K Buy
7,734
+4
+0.1% +$103 0.1% 56
2022
Q1 		$206K Hold
7,730
– – 0.11% 55
2021
Q4 		$217K Sell
7,730
-5,612
-42% -$158K 0.12% 53
2021
Q3 		$378K Hold
13,342
– – 0.31% 35
2021
Q2 		$379K Sell
13,342
-1,198
-8% -$34K 0.32% 37
2021
Q1 		$410K Sell
14,540
-14,480
-50% -$415K 0.47% 34
2020
Q4 		$845K Sell
29,020
-120,064
-81% -$3.5M 0.92% 30
2020
Q3 		$4.38M Buy
149,084
+25,682
+21% +$754K 1.91% 22
2020
Q2 		$3.63M Sell
123,402
-87,454
-41% -$2.57M 2.55% 17
2020
Q1 		$6.2M Sell
210,856
-240,290
-53% -$6.79M 3.82% 8
2019
Q4 		$12.4M Buy
451,146
+14,126
+3% +$390K 3.63% 11
2019
Q3 		$12.1M Buy
437,020
+1,350
+0.3% +$37.4K 3.75% 10
2019
Q2 		$12M Buy
435,670
+4,406
+1% +$119K 3.66% 11
2019
Q1 		$11.6M Sell
431,264
-9,018
-2% -$239K 3.61% 11
2018
Q4 		$11.7M Sell
440,282
-24,578
-5% -$638K 3.95% 8
2018
Q3 		$12M Buy
464,860
+12,416
+3% +$323K 3.61% 12
2018
Q2 		$11.8M Buy
452,444
+82,794
+22% +$2.16M 3.65% 12
2018
Q1 		$9.72M Buy
369,650
+139,382
+61% +$3.66M 3.07% 15
2017
Q4 		$6.14M Buy
+230,268
New +$6.18M 2% 24

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Relaxing Retirement Coach's SCHR Position: Q3 2022 in Review

Relaxing Retirement Coach sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2022, closing a stake of 7,734 shares — an estimated $200K sold.

Relaxing Retirement Coach first reported a position in SCHR in Q4 2017 and held it in 19 quarters. The position peaked at $12.4M in Q4 2019. 329 funds tracked by Wall St. Rank hold SCHR as of Q3 2022.

  • Relaxing Retirement Coach reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Relaxing Retirement Coach sold 7,734 Schwab Intermediately-Term US Treasury ETF shares in Q3 2022, an estimated $200K.
  • Relaxing Retirement Coach first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2017 and held it in 19 quarters.
  • Relaxing Retirement Coach's Schwab Intermediately-Term US Treasury ETF position peaked at $12.4M in Q4 2019.
  • 329 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2022.

Based on Relaxing Retirement Coach's 13F filing for Q3 2022, filed 18 Oct 2022.