Sound Income Strategies’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Sound Income Strategies’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
2024 Q2	–	Sell	-1,530	Closed	-$37.5K	–	1471
2024 Q1	$37.5K	Buy	1,530 +1,528	+76,400%	+$37.6K	﹤0.01%	468
2023 Q4	$50	Hold	2	–	–	﹤0.01%	1292
2023 Q3	$48	Hold	2	–	–	﹤0.01%	1125
2023 Q2	$49	Sell	2 -3,614	-100%	-$90.6K	﹤0.01%	1089
2023 Q1	$91.2K	Buy	3,616 +2,126	+143%	+$53K	0.01%	212
2022 Q4	$36.7K	Buy	+1,490	New	+$36.7K	﹤0.01%	296
2021 Q2	–	Sell	-176	Closed	-$4.96K	–	1018
2021 Q1	$4.96K	Buy	+176	New	+$5.05K	﹤0.01%	619
2020 Q1	–	Sell	-902	Closed	-$25K	–	864
2019 Q4	$25K	Buy	+902	New	+$24.9K	0.01%	211

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Sound Income Strategies's SCHR Position: Q2 2024 in Review

Sound Income Strategies sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2024, closing a stake of 1,530 shares — an estimated $37.5K sold.

Sound Income Strategies first reported a position in SCHR in Q4 2019 and held it in 8 quarters. The position peaked at $91.2K in Q1 2023. 385 funds tracked by Wall St. Rank hold SCHR as of Q2 2024.

Sound Income Strategies reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
Sound Income Strategies sold 1,530 Schwab Intermediately-Term US Treasury ETF shares in Q2 2024, an estimated $37.5K.
Sound Income Strategies first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and held it in 8 quarters.
Sound Income Strategies's Schwab Intermediately-Term US Treasury ETF position peaked at $91.2K in Q1 2023.
385 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.