U.S. Capital Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-5,020	Closed	-$124K	–	1364
2022 Q4	$124K	Buy	+5,020	New	+$124K	0.01%	700

Other funds holding SCHR

CSIA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BWM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

U.S. Capital Wealth Advisors's SCHR Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2023, closing a stake of 5,020 shares — an estimated $124K sold.

U.S. Capital Wealth Advisors first reported a position in SCHR in Q4 2022 and held it in 1 quarter. The position peaked at $124K in Q4 2022. 369 funds tracked by Wall St. Rank hold SCHR as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 5,020 Schwab Intermediately-Term US Treasury ETF shares in Q1 2023, an estimated $124K.
U.S. Capital Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $124K in Q4 2022.
369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.