SIS
SCHR

SVB Investment Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

SVB Investment Services’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
Q1 		– Sell
-3,070
Closed -$89K – 51
2020
Q4 		$89K Sell
3,070
-3,630
-54% -$106K 0.07% 47
2020
Q3 		$197K Hold
6,700
– – 0.17% 38
2020
Q2 		$197K Buy
6,700
+3,070
+85% +$90K 0.18% 35
2020
Q1 		$107K Sell
3,630
-1,778
-33% -$50.2K 0.09% 39
2019
Q4 		$149K Buy
+5,408
New +$149K 0.14% 39

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
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SVB Investment Services's SCHR Position: Q1 2021 in Review

SVB Investment Services sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2021, closing a stake of 3,070 shares — an estimated $89K sold.

SVB Investment Services first reported a position in SCHR in Q4 2019 and held it in 5 quarters. The position peaked at $197K in Q3 2020. 294 funds tracked by Wall St. Rank hold SCHR as of Q1 2021.

  • SVB Investment Services reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • SVB Investment Services sold 3,070 Schwab Intermediately-Term US Treasury ETF shares in Q1 2021, an estimated $89K.
  • SVB Investment Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and held it in 5 quarters.
  • SVB Investment Services's Schwab Intermediately-Term US Treasury ETF position peaked at $197K in Q3 2020.
  • 294 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2021.

Based on SVB Investment Services's 13F filing for Q1 2021, filed 4 May 2021.