SHFP
SCHR

Second Half Financial Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Second Half Financial Partners’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
-30,752
Closed -$867K – 61
2022
Q2 		$867K Hold
30,752
– – 0.67% 35
2022
Q1 		$867K Buy
+30,752
New +$840K 0.67% 35

Other funds holding SCHR

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
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
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Second Half Financial Partners's SCHR Position: Q3 2022 in Review

Second Half Financial Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2022, closing a stake of 30,752 shares — an estimated $867K sold.

Second Half Financial Partners first reported a position in SCHR in Q1 2022 and held it in 2 quarters. The position peaked at $867K in Q2 2022. 330 funds tracked by Wall St. Rank hold SCHR as of Q3 2022.

  • Second Half Financial Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Second Half Financial Partners sold 30,752 Schwab Intermediately-Term US Treasury ETF shares in Q3 2022, an estimated $867K.
  • Second Half Financial Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2022 and held it in 2 quarters.
  • Second Half Financial Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $867K in Q2 2022.
  • 330 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2022.

Based on Second Half Financial Partners's 13F filing for Q3 2022, filed 15 Nov 2022.