TI
SCHR

Truepoint Inc’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Truepoint Inc’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
Q4 		– Sell
-42,616
Closed -$1.05M – 165
2022
Q3 		$1.05M Buy
+42,616
New +$1.09M 0.05% 65

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Ameriprise
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Goldman Sachs
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BWM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Truepoint Inc's SCHR Position: Q4 2022 in Review

Truepoint Inc sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2022, closing a stake of 42,616 shares — an estimated $1.05M sold.

Truepoint Inc first reported a position in SCHR in Q3 2022 and held it in 1 quarter. The position peaked at $1.05M in Q3 2022. 357 funds tracked by Wall St. Rank hold SCHR as of Q4 2022.

  • Truepoint Inc reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Truepoint Inc sold 42,616 Schwab Intermediately-Term US Treasury ETF shares in Q4 2022, an estimated $1.05M.
  • Truepoint Inc first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2022 and held it in 1 quarter.
  • Truepoint Inc's Schwab Intermediately-Term US Treasury ETF position peaked at $1.05M in Q3 2022.
  • 357 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2022.

Based on Truepoint Inc's 13F filing for Q4 2022, filed 13 Feb 2023.