TC
SCHR

TAP Consulting’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

TAP Consulting’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
2024
Q4 		$2.78M Buy
114,319
+4,181
+4% +$103K 0.57% 53
2024
Q3 		$2.79M Buy
110,138
+6,402
+6% +$160K 0.55% 54
2024
Q2 		$2.53M Buy
+103,736
New +$2.51M 0.53% 53

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return

TAP Consulting's SCHR Position: Q4 2024 in Review

TAP Consulting increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.8% in Q4 2024, buying an estimated $103K and bringing the position to 114,319 shares worth $2.78M. The position accounts for 0.57% of the portfolio, ranked #53.

TAP Consulting first reported a position in SCHR in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.79M in Q3 2024. 429 funds tracked by Wall St. Rank hold SCHR as of Q4 2024.

  • TAP Consulting held 114,319 shares of Schwab Intermediately-Term US Treasury ETF worth $2.78M as of Q4 2024.
  • TAP Consulting bought 4,181 Schwab Intermediately-Term US Treasury ETF shares in Q4 2024, an estimated $103K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.57% of TAP Consulting's portfolio in Q4 2024, its #53 holding.
  • TAP Consulting first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2024 and has held it in 3 quarters since.
  • TAP Consulting's Schwab Intermediately-Term US Treasury ETF position peaked at $2.79M in Q3 2024.
  • 429 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.