TW
SCHR

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

Towerpoint Wealth’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
2021
Q1 		– Sell
-12,990
Closed -$378K – 78
2020
Q4 		$378K Sell
12,990
-970
-7% -$28.3K 0.19% 49
2020
Q3 		$410K Hold
13,960
– – 0.23% 41
2020
Q2 		$410K Buy
+13,960
New +$409K 0.26% 41

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Towerpoint Wealth's SCHR Position: Q1 2021 in Review

Towerpoint Wealth sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2021, closing a stake of 12,990 shares — an estimated $378K sold.

Towerpoint Wealth first reported a position in SCHR in Q2 2020 and held it in 3 quarters. The position peaked at $410K in Q3 2020. 294 funds tracked by Wall St. Rank hold SCHR as of Q1 2021.

  • Towerpoint Wealth reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Towerpoint Wealth sold 12,990 Schwab Intermediately-Term US Treasury ETF shares in Q1 2021, an estimated $378K.
  • Towerpoint Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2020 and held it in 3 quarters.
  • Towerpoint Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $410K in Q3 2020.
  • 294 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2021.

Based on Towerpoint Wealth's 13F filing for Q1 2021, filed 10 May 2021.