Silicon Valley Capital Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Silicon Valley Capital 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
2024 Q2	–	Sell	-2	Closed	-$31	–	314
2024 Q1	$31	Hold	2	–	–	﹤0.01%	302
2023 Q4	$31	Hold	2	–	–	﹤0.01%	329
2023 Q3	$30	Hold	2	–	–	﹤0.01%	286
2023 Q2	$30	Sell	2 -248	-99%	-$6.21K	﹤0.01%	303
2023 Q1	$6.3K	Buy	+250	New	+$6.23K	﹤0.01%	184

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

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

PSP

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AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Silicon Valley Capital Partners's SCHR Position: Q2 2024 in Review

Silicon Valley Capital Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2024, closing a stake of 2 shares — an estimated $31 sold.

Silicon Valley Capital Partners first reported a position in SCHR in Q1 2023 and held it in 5 quarters. The position peaked at $6.3K in Q1 2023. 385 funds tracked by Wall St. Rank hold SCHR as of Q2 2024.

Silicon Valley Capital Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
Silicon Valley Capital Partners sold 2 Schwab Intermediately-Term US Treasury ETF shares in Q2 2024, an estimated $31.
Silicon Valley Capital Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and held it in 5 quarters.
Silicon Valley Capital Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $6.3K in Q1 2023.
385 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2024.

Based on Silicon Valley Capital Partners's 13F filing for Q2 2024, filed 30 Oct 2024.