SQA
SCHR

Simon Quick Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Simon Quick Advisors’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
Q1 		– Sell
-140
Closed -$4K – 473
2020
Q4 		$4K Buy
+140
New +$4.08K ﹤0.01% 405
2019
Q1 		– Sell
-3,820
Closed -$101K – 439
2018
Q4 		$101K Buy
3,820
+2,204
+136% +$57.2K 0.04% 110
2018
Q3 		$42K Buy
1,616
+178
+12% +$4.64K 0.02% 188
2018
Q2 		$37K Buy
1,438
+56
+4% +$1.46K 0.02% 205
2018
Q1 		$36K Buy
1,382
+4
+0.3% +$105 0.02% 187
2017
Q4 		$36K Buy
1,378
+216
+19% +$5.79K 0.02% 257
2017
Q3 		$31K Buy
1,162
+276
+31% +$7.47K 0.01% 323
2017
Q2 		$24K Buy
886
+134
+18% +$3.62K 0.01% 170
2017
Q1 		$20K Buy
+752
New +$20.1K 0.01% 212

Other funds holding SCHR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return