SWM
SCHR

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

Shakespeare 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
2021
Q4 		– Sell
-7,214
Closed -$205K – 78
2021
Q3 		$205K Buy
+7,214
New +$206K 0.08% 73

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BWM
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MAM
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YAL
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Shakespeare Wealth Management's SCHR Position: Q4 2021 in Review

Shakespeare Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2021, closing a stake of 7,214 shares — an estimated $205K sold.

Shakespeare Wealth Management first reported a position in SCHR in Q3 2021 and held it in 1 quarter. The position peaked at $205K in Q3 2021. 313 funds tracked by Wall St. Rank hold SCHR as of Q4 2021.

  • Shakespeare Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Shakespeare Wealth Management sold 7,214 Schwab Intermediately-Term US Treasury ETF shares in Q4 2021, an estimated $205K.
  • Shakespeare Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2021 and held it in 1 quarter.
  • Shakespeare Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $205K in Q3 2021.
  • 313 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2021.

Based on Shakespeare Wealth Management's 13F filing for Q4 2021, filed 10 Jan 2022.