Sanctuary Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Sanctuary Wealth Management’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 Q4	$40.7K	Buy	+1,676	New	+$41.2K	0.03%	99

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

Sanctuary Wealth Management's SCHR Position: Q4 2024 in Review

Sanctuary Wealth Management opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2024: 1,676 shares worth $40.7K. The stake represents 0.03% of the portfolio and ranks #99 among its holdings.

428 funds tracked by Wall St. Rank hold SCHR as of Q4 2024.

Sanctuary Wealth Management held 1,676 shares of Schwab Intermediately-Term US Treasury ETF worth $40.7K as of Q4 2024.
Schwab Intermediately-Term US Treasury ETF was a new Sanctuary Wealth Management position in Q4 2024.
Schwab Intermediately-Term US Treasury ETF made up 0.03% of Sanctuary Wealth Management's portfolio in Q4 2024, its #99 holding.
428 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.