Simplicity Solutions’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Simplicity Solutions’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	-396,078	Closed	-$11.5M	–	890
2020 Q4	$11.5M	Buy	396,078 +53,066	+15%	+$1.55M	0.17%	131
2020 Q3	$10.1M	Buy	343,012 +163,284	+91%	+$4.79M	0.19%	109
2020 Q2	$5.28M	Buy	+179,728	New	+$5.27M	0.1%	178
2019 Q4	–	Sell	-10,058	Closed	-$279K	–	870
2019 Q3	$279K	Buy	+10,058	New	+$278K	0.01%	571
2019 Q1	–	Sell	-11,228	Closed	-$297K	–	796
2018 Q4	$297K	Buy	+11,228	New	+$291K	0.04%	449
2016 Q1	–	Sell	-19,846	Closed	-$532K	–	459
2015 Q4	$532K	Buy	+19,846	New	+$535K	0.06%	435

Other funds holding SCHR

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Simplicity Solutions's SCHR Position: Q1 2021 in Review

Simplicity Solutions sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2021, closing a stake of 396,078 shares — an estimated $11.5M sold.

Simplicity Solutions first reported a position in SCHR in Q4 2015 and held it in 6 quarters. The position peaked at $11.5M in Q4 2020. 294 funds tracked by Wall St. Rank hold SCHR as of Q1 2021.

Simplicity Solutions reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 396,078 Schwab Intermediately-Term US Treasury ETF shares in Q1 2021, an estimated $11.5M.
Simplicity Solutions first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2015 and held it in 6 quarters.
Simplicity Solutions's Schwab Intermediately-Term US Treasury ETF position peaked at $11.5M in Q4 2020.
294 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.