SMA
SCHR

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

Sage Mountain 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
Q1 		– Sell
-26
Closed -$646 – 423
2023
Q4 		$646 Hold
26
– – ﹤0.01% 351
2023
Q3 		$623 Hold
26
– – ﹤0.01% 358
2023
Q2 		$641 Buy
+26
New +$651 ﹤0.01% 351

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Sage Mountain Advisors's SCHR Position: Q1 2024 in Review

Sage Mountain Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2024, closing a stake of 26 shares — an estimated $646 sold.

Sage Mountain Advisors first reported a position in SCHR in Q2 2023 and held it in 3 quarters. The position peaked at $646 in Q4 2023. 373 funds tracked by Wall St. Rank hold SCHR as of Q1 2024.

  • Sage Mountain Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 26 Schwab Intermediately-Term US Treasury ETF shares in Q1 2024, an estimated $646.
  • Sage Mountain Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and held it in 3 quarters.
  • Sage Mountain Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $646 in Q4 2023.
  • 373 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2024.

Based on Sage Mountain Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.