Stonehearth Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Stonehearth Capital 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
2022 Q1	–	Sell	-7,944	Closed	-$223K	–	80
2021 Q4	$223K	Sell	7,944 -2,860	-26%	-$80.5K	0.12%	61
2021 Q3	$306K	Sell	10,804 -2,392	-18%	-$68.4K	0.16%	47
2021 Q2	$375K	Sell	13,196 -3,046	-19%	-$86.5K	0.18%	45
2021 Q1	$458K	Sell	16,242 -312	-2%	-$8.95K	0.25%	38
2020 Q4	$482K	Buy	+16,554	New	+$482K	0.27%	37

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

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

BWM

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

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

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

Stonehearth Capital Management's SCHR Position: Q1 2022 in Review

Stonehearth Capital Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2022, closing a stake of 7,944 shares — an estimated $223K sold.

Stonehearth Capital Management first reported a position in SCHR in Q4 2020 and held it in 5 quarters. The position peaked at $482K in Q4 2020. 318 funds tracked by Wall St. Rank hold SCHR as of Q1 2022.

Stonehearth Capital Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
Stonehearth Capital Management sold 7,944 Schwab Intermediately-Term US Treasury ETF shares in Q1 2022, an estimated $223K.
Stonehearth Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and held it in 5 quarters.
Stonehearth Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $482K in Q4 2020.
318 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2022.

Based on Stonehearth Capital Management's 13F filing for Q1 2022, filed 13 Apr 2022.