Vigilant Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Vigilant Capital Management’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 Q1	–	Sell	-3,706	Closed	-$104K	–	640
2021 Q4	$104K	Buy	+3,706	New	+$104K	0.01%	253
2021 Q3	–	Sell	-2,056	Closed	-$58K	–	815
2021 Q2	$58K	Buy	+2,056	New	+$58.4K	﹤0.01%	251
2020 Q4	–	Sell	-714	Closed	-$21K	–	371
2020 Q3	$21K	Buy	+714	New	+$21K	﹤0.01%	277
2020 Q1	–	Sell	-1,540	Closed	-$42K	–	423
2019 Q4	$42K	Sell	1,540 -7,090	-82%	-$196K	﹤0.01%	320
2019 Q3	$240K	Buy	8,630 +7,090	+460%	+$196K	0.03%	111
2019 Q2	$42K	Sell	1,540 -172	-10%	-$4.64K	0.01%	270
2019 Q1	$46K	Buy	1,712 +172	+11%	+$4.56K	0.01%	257
2018 Q4	$41K	Sell	1,540 -172	-10%	-$4.46K	0.01%	268
2018 Q3	$44K	Buy	+1,712	New	+$44.6K	0.01%	285

Other funds holding SCHR

JP Morgan Chase New York $1.81T AUM 41.13% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

BWM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vigilant Capital Management's SCHR Position: Q1 2022 in Review

Vigilant Capital Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2022, closing a stake of 3,706 shares — an estimated $104K sold.

Vigilant Capital Management first reported a position in SCHR in Q3 2018 and held it in 9 quarters. The position peaked at $240K in Q3 2019. 317 funds tracked by Wall St. Rank hold SCHR as of Q1 2022.

Vigilant Capital Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
Vigilant Capital Management sold 3,706 Schwab Intermediately-Term US Treasury ETF shares in Q1 2022, an estimated $104K.
Vigilant Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2018 and held it in 9 quarters.
Vigilant Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $240K in Q3 2019.
317 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2022.

Based on Vigilant Capital Management's 13F filing for Q1 2022, filed 7 Apr 2022.