TWP
SCHR

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

TFO Wealth Partners’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
Q1 		– Sell
-1,800
Closed -$51K – 158
2021
Q4 		$51K Buy
+1,800
New +$50.7K 0.01% 63

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
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFO Wealth Partners's SCHR Position: Q1 2022 in Review

TFO Wealth Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2022, closing a stake of 1,800 shares — an estimated $51K sold.

TFO Wealth Partners first reported a position in SCHR in Q4 2021 and held it in 1 quarter. The position peaked at $51K in Q4 2021. 318 funds tracked by Wall St. Rank hold SCHR as of Q1 2022.

  • TFO Wealth Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 1,800 Schwab Intermediately-Term US Treasury ETF shares in Q1 2022, an estimated $51K.
  • TFO Wealth Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and held it in 1 quarter.
  • TFO Wealth Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $51K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2022.

Based on TFO Wealth Partners's 13F filing for Q1 2022, filed 25 Apr 2022.