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

Valley Wealth Managers’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 Q1	–	Sell	-346	Closed	-$8.6K	–	349
2023 Q4	$8.6K	Hold	346	–	–	﹤0.01%	274
2023 Q3	$8.29K	Hold	346	–	–	﹤0.01%	295
2023 Q2	$8.53K	Sell	346 -96	-22%	-$2.4K	﹤0.01%	279
2023 Q1	$11.1K	Hold	442	–	–	﹤0.01%	279
2022 Q4	$10.9K	Hold	442	–	–	﹤0.01%	292
2022 Q3	$11K	Hold	442	–	–	﹤0.01%	319
2022 Q2	$11K	Buy	+442	New	+$11.4K	﹤0.01%	324

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

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

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

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

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Valley Wealth Managers's SCHR Position: Q1 2024 in Review

Valley Wealth Managers sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2024, closing a stake of 346 shares — an estimated $8.6K sold.

Valley Wealth Managers first reported a position in SCHR in Q2 2022 and held it in 7 quarters. The position peaked at $11.1K in Q1 2023. 373 funds tracked by Wall St. Rank hold SCHR as of Q1 2024.

Valley Wealth Managers reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
Valley Wealth Managers sold 346 Schwab Intermediately-Term US Treasury ETF shares in Q1 2024, an estimated $8.6K.
Valley Wealth Managers first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2022 and held it in 7 quarters.
Valley Wealth Managers's Schwab Intermediately-Term US Treasury ETF position peaked at $11.1K in Q1 2023.
373 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2024.

Based on Valley Wealth Managers's 13F filing for Q1 2024, filed 3 May 2024.