SF
SCHR

Synovus Financial’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Synovus Financial’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
Q4 		– Sell
-26,734
Closed -$657K – 891
2022
Q3 		$657K Sell
26,734
-952
-3% -$24.3K 0.01% 512
2022
Q2 		$715K Buy
27,686
+894
+3% +$23.1K 0.01% 491
2022
Q1 		$713K Buy
26,792
+572
+2% +$15.6K 0.01% 509
2021
Q4 		$736K Buy
26,220
+798
+3% +$22.5K 0.01% 533
2021
Q3 		$721K Hold
25,422
– – 0.01% 519
2021
Q2 		$723K Buy
25,422
+2,102
+9% +$59.7K 0.01% 517
2021
Q1 		$658K Sell
23,320
-3,282
-12% -$94.1K 0.01% 492
2020
Q4 		$774K Sell
26,602
-1,020
-4% -$29.7K 0.01% 434
2020
Q3 		$811K Buy
27,622
+2,102
+8% +$61.7K 0.01% 380
2020
Q2 		$750K Sell
25,520
-27,220
-52% -$798K 0.01% 378
2020
Q1 		$1.55M Buy
52,740
+26,350
+100% +$744K 0.02% 302
2019
Q4 		$725K Buy
26,390
+870
+3% +$24K 0.01% 390
2019
Q3 		$709K Sell
25,520
-120
-0.5% -$3.32K 0.01% 388
2019
Q2 		$705K Hold
25,640
– – 0.01% 398
2019
Q1 		$689K Hold
25,640
– – 0.01% 389
2018
Q4 		$679K Hold
25,640
– – 0.01% 374
2018
Q3 		$664K Hold
25,640
– – 0.01% 411
2018
Q2 		$671K Hold
25,640
– – 0.01% 393
2018
Q1 		$674K Sell
25,640
-2,400
-9% -$63K 0.01% 390
2017
Q4 		$748K Buy
28,040
+9,000
+47% +$241K 0.01% 345
2017
Q3 		$513K Buy
19,040
+180
+1% +$4.87K 0.01% 397
2017
Q2 		$509K Hold
18,860
– – 0.01% 413
2017
Q1 		$506K Buy
+18,860
New +$504K 0.01% 358

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 $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Synovus Financial's SCHR Position: Q4 2022 in Review

Synovus Financial sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2022, closing a stake of 26,734 shares — an estimated $657K sold.

Synovus Financial first reported a position in SCHR in Q1 2017 and held it in 23 quarters. The position peaked at $1.55M in Q1 2020. 356 funds tracked by Wall St. Rank hold SCHR as of Q4 2022.

  • Synovus Financial reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Synovus Financial sold 26,734 Schwab Intermediately-Term US Treasury ETF shares in Q4 2022, an estimated $657K.
  • Synovus Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2017 and held it in 23 quarters.
  • Synovus Financial's Schwab Intermediately-Term US Treasury ETF position peaked at $1.55M in Q1 2020.
  • 356 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2022.

Based on Synovus Financial's 13F filing for Q4 2022, filed 6 Feb 2023.