Total Clarity Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Total Clarity Wealth Management’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 Q3	–	Sell	-4,404	Closed	-$114K	–	834
2022 Q2	$114K	Buy	+4,404	New	+$114K	0.06%	299
2022 Q1	–	Sell	-338	Closed	-$9K	–	774
2021 Q4	$9K	Hold	338	–	–	﹤0.01%	718
2021 Q3	$10K	Buy	+338	New	+$9.67K	﹤0.01%	680

Other funds holding SCHR

CSIA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Total Clarity Wealth Management's SCHR Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2022, closing a stake of 4,404 shares — an estimated $114K sold.

Total Clarity Wealth Management first reported a position in SCHR in Q3 2021 and held it in 3 quarters. The position peaked at $114K in Q2 2022. 330 funds tracked by Wall St. Rank hold SCHR as of Q3 2022.

Total Clarity Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 4,404 Schwab Intermediately-Term US Treasury ETF shares in Q3 2022, an estimated $114K.
Total Clarity Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2021 and held it in 3 quarters.
Total Clarity Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $114K in Q2 2022.
330 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.