SB
SCHR

Simmons Bank’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Simmons Bank’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
2023
Q4 		– Sell
-8,588
Closed -$206K – 338
2023
Q3 		$206K Buy
+8,588
New +$209K 0.02% 314

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Ameriprise
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Stifel Financial
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simmons Bank's SCHR Position: Q4 2023 in Review

Simmons Bank sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2023, closing a stake of 8,588 shares — an estimated $206K sold.

Simmons Bank first reported a position in SCHR in Q3 2023 and held it in 1 quarter. The position peaked at $206K in Q3 2023. 391 funds tracked by Wall St. Rank hold SCHR as of Q4 2023.

  • Simmons Bank reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Simmons Bank sold 8,588 Schwab Intermediately-Term US Treasury ETF shares in Q4 2023, an estimated $206K.
  • Simmons Bank first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Simmons Bank's Schwab Intermediately-Term US Treasury ETF position peaked at $206K in Q3 2023.
  • 391 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2023.

Based on Simmons Bank's 13F filing for Q4 2023, filed 6 Feb 2024.