TWP
SCHR

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

Triad 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
2024
Q3 		– Sell
-556
Closed -$13.6K – 742
2024
Q2 		$13.6K Buy
+556
New +$13.5K 0.01% 413

Other funds holding SCHR

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Triad Wealth Partners's SCHR Position: Q3 2024 in Review

Triad Wealth Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2024, closing a stake of 556 shares — an estimated $13.6K sold.

Triad Wealth Partners first reported a position in SCHR in Q2 2024 and held it in 1 quarter. The position peaked at $13.6K in Q2 2024. 384 funds tracked by Wall St. Rank hold SCHR as of Q3 2024.

  • Triad Wealth Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 556 Schwab Intermediately-Term US Treasury ETF shares in Q3 2024, an estimated $13.6K.
  • Triad Wealth Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $13.6K in Q2 2024.
  • 384 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.