SW
SCHR

SteelPeak Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

SteelPeak Wealth’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 		– Sell
-12,928
Closed -$368K – 471
2021
Q2 		$368K Buy
12,928
+1,258
+11% +$35.7K 0.03% 304
2021
Q1 		$329K Sell
11,670
-2,998
-20% -$86K 0.03% 287
2020
Q4 		$427K Sell
14,668
-232
-2% -$6.76K 0.04% 226
2020
Q3 		$437K Sell
14,900
-1,378
-8% -$40.5K 0.05% 183
2020
Q2 		$478K Sell
16,278
-6,106
-27% -$179K 0.06% 167
2020
Q1 		$658K Sell
22,384
-451,770
-95% -$12.8M 0.1% 132
2019
Q4 		$13M Buy
+474,154
New +$13.1M 1.79% 10

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

SteelPeak Wealth's SCHR Position: Q3 2021 in Review

SteelPeak Wealth sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2021, closing a stake of 12,928 shares — an estimated $368K sold.

SteelPeak Wealth first reported a position in SCHR in Q4 2019 and held it in 7 quarters. The position peaked at $13M in Q4 2019. 296 funds tracked by Wall St. Rank hold SCHR as of Q3 2021.

  • SteelPeak Wealth reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • SteelPeak Wealth sold 12,928 Schwab Intermediately-Term US Treasury ETF shares in Q3 2021, an estimated $368K.
  • SteelPeak Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and held it in 7 quarters.
  • SteelPeak Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $13M in Q4 2019.
  • 296 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2021.

Based on SteelPeak Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.