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 New York $1.81T AUM 41.13% 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 $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $259M AUM 14.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SVA Wealth Management's SCHR Position: Q4 2020 in Review

SVA Wealth Management held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q4 2020 at 25,130 shares worth $732K. The position accounts for 0.06% of the portfolio, ranked #139.

SVA Wealth Management first reported a position in SCHR in Q2 2018 and has held it in 11 quarters since. The position peaked at $4.04M in Q3 2018. 293 funds tracked by Wall St. Rank hold SCHR as of Q4 2020.

SVA Wealth Management held 25,130 shares of Schwab Intermediately-Term US Treasury ETF worth $732K as of Q4 2020.
SVA Wealth Management left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q4 2020.
Schwab Intermediately-Term US Treasury ETF made up 0.06% of SVA Wealth Management's portfolio in Q4 2020, its #139 holding.
SVA Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2018 and has held it in 11 quarters since.
SVA Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $4.04M in Q3 2018.
293 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.