SW
SCHR

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

SVB 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
2022
Q2 		– Sell
-124
Closed -$3K – 836
2022
Q1 		$3K Sell
124
-976
-89% -$26.7K ﹤0.01% 791
2021
Q4 		$30K Buy
+1,100
New +$31K ﹤0.01% 773

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
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SVB Wealth's SCHR Position: Q2 2022 in Review

SVB Wealth sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2022, closing a stake of 124 shares — an estimated $3K sold.

SVB Wealth first reported a position in SCHR in Q4 2021 and held it in 2 quarters. The position peaked at $30K in Q4 2021. 320 funds tracked by Wall St. Rank hold SCHR as of Q2 2022.

  • SVB Wealth reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • SVB Wealth sold 124 Schwab Intermediately-Term US Treasury ETF shares in Q2 2022, an estimated $3K.
  • SVB Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and held it in 2 quarters.
  • SVB Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $30K in Q4 2021.
  • 320 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.