SIM
SCHR

Sonora Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Sonora Investment Management’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
Q3 		$65K Buy
+2,300
New +$65.8K 0.01% 370
2021
Q1 		– Sell
-8
Closed – – 1787
2020
Q4 		$0 Sell
8
-310
-97% -$9.03K ﹤0.01% 1764
2020
Q3 		$9K Buy
318
+304
+2,171% +$8.93K ﹤0.01% 1264
2020
Q2 		$0 Buy
14
+8
+133% +$235 ﹤0.01% 1865
2020
Q1 		$0 Buy
+6
New +$170 ﹤0.01% 1730
2016
Q3 		– Sell
-136
Closed -$3.81K – 878
2016
Q2 		$3.81K Buy
+136
New +$3.75K ﹤0.01% 722

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 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

Sonora Investment Management's SCHR Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2021: 2,300 shares worth $65K. The stake represents 0.01% of the portfolio and ranks #370 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in SCHR as recently as Q4 2020.

Sonora Investment Management first reported a position in SCHR in Q2 2016 and has held it in 6 quarters since. 296 funds tracked by Wall St. Rank hold SCHR as of Q3 2021.

  • Sonora Investment Management held 2,300 shares of Schwab Intermediately-Term US Treasury ETF worth $65K as of Q3 2021.
  • Schwab Intermediately-Term US Treasury ETF was a new Sonora Investment Management position in Q3 2021.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #370 holding.
  • Sonora Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2016 and has held it in 6 quarters since.
  • 296 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.