Sierra Capital’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Sierra Capital’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 Q4	–	Sell	-3,334	Closed	-$82K	–	670
2022 Q3	$82K	Sell	3,334 -4,382	-57%	-$112K	0.02%	235
2022 Q2	$199K	Buy	+7,716	New	+$200K	0.04%	196
2022 Q1	–	Sell	-8,574	Closed	-$241K	–	855
2021 Q4	$241K	Buy	+8,574	New	+$241K	0.04%	212

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Sierra Capital's SCHR Position: Q4 2022 in Review

Sierra Capital sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2022, closing a stake of 3,334 shares — an estimated $82K sold.

Sierra Capital first reported a position in SCHR in Q4 2021 and held it in 3 quarters. The position peaked at $241K in Q4 2021. 357 funds tracked by Wall St. Rank hold SCHR as of Q4 2022.

Sierra Capital reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
Sierra Capital sold 3,334 Schwab Intermediately-Term US Treasury ETF shares in Q4 2022, an estimated $82K.
Sierra Capital first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and held it in 3 quarters.
Sierra Capital's Schwab Intermediately-Term US Treasury ETF position peaked at $241K in Q4 2021.
357 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2022.

Based on Sierra Capital's 13F filing for Q4 2022, filed 8 Feb 2023.