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

TCI Wealth Advisors’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 Q1	–	Sell	-9,092	Closed	-$226K	–	219
2023 Q4	$226K	Sell	9,092 -92	-1%	-$2.22K	0.02%	185
2023 Q3	$220K	Buy	+9,184	New	+$224K	0.03%	179
2023 Q2	–	Sell	-492	Closed	-$12.4K	–	1870
2023 Q1	$12.4K	Hold	492	–	–	﹤0.01%	952
2022 Q4	$12.1K	Buy	+492	New	+$12.1K	﹤0.01%	935
2017 Q3	–	Sell	-120	Closed	-$3K	–	1379
2017 Q2	$3K	Buy	+120	New	+$3.24K	﹤0.01%	909

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Crane Advisory Fullerton, California $668M AUM 9.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

TCI Wealth Advisors's SCHR Position: Q1 2024 in Review

TCI Wealth Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2024, closing a stake of 9,092 shares — an estimated $226K sold.

TCI Wealth Advisors first reported a position in SCHR in Q2 2017 and held it in 5 quarters. The position peaked at $226K in Q4 2023. 373 funds tracked by Wall St. Rank hold SCHR as of Q1 2024.

TCI Wealth Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
TCI Wealth Advisors sold 9,092 Schwab Intermediately-Term US Treasury ETF shares in Q1 2024, an estimated $226K.
TCI Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2017 and held it in 5 quarters.
TCI Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $226K in Q4 2023.
373 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2024.

Based on TCI Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.