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 New York $1.81T AUM 41.13% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

I2I

Insight 2811 Inc Chicago, Illinois $259M AUM 14.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Simon Quick Advisors's SCHR Position: Q1 2021 in Review

Simon Quick Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2021, closing a stake of 140 shares — an estimated $4K sold.

Simon Quick Advisors first reported a position in SCHR in Q1 2017 and held it in 9 quarters. The position peaked at $101K in Q4 2018. 293 funds tracked by Wall St. Rank hold SCHR as of Q1 2021.

Simon Quick Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
Simon Quick Advisors sold 140 Schwab Intermediately-Term US Treasury ETF shares in Q1 2021, an estimated $4K.
Simon Quick Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2017 and held it in 9 quarters.
Simon Quick Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $101K in Q4 2018.
293 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2021.

Based on Simon Quick Advisors's 13F filing for Q1 2021, filed 6 May 2021.