SWM
SCHR

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

SVA Wealth 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
2020
Q4 		$732K Hold
25,130
– – 0.06% 139
2020
Q3 		$737K Sell
25,130
-270
-1% -$7.93K 0.07% 132
2020
Q2 		$747K Sell
25,400
-26,274
-51% -$771K 0.08% 128
2020
Q1 		$1.52M Buy
51,674
+1,496
+3% +$42.3K 0.17% 98
2019
Q4 		$1.38M Sell
50,178
-630
-1% -$17.4K 0.13% 112
2019
Q3 		$1.41M Sell
50,808
-640
-1% -$17.7K 0.14% 108
2019
Q2 		$1.41M Sell
51,448
-240
-0.5% -$6.48K 0.14% 110
2019
Q1 		$1.39M Sell
51,688
-73,436
-59% -$1.95M 0.13% 114
2018
Q4 		$3.31M Sell
125,124
-31,052
-20% -$806K 0.37% 63
2018
Q3 		$4.04M Buy
156,176
+71,448
+84% +$1.86M 0.41% 57
2018
Q2 		$2.22M Buy
+84,728
New +$2.21M 0.24% 87

Other funds holding SCHR

JP Morgan Chase
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return