WWA
SCHR

WC Walker & Associates’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

WC Walker & Associates’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
-8,388
Closed -$205K – 74
2022
Q3 		$205K Buy
+8,388
New +$214K 0.12% 73

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
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
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

WC Walker & Associates's SCHR Position: Q4 2022 in Review

WC Walker & Associates sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2022, closing a stake of 8,388 shares — an estimated $205K sold.

WC Walker & Associates first reported a position in SCHR in Q3 2022 and held it in 1 quarter. The position peaked at $205K in Q3 2022. 357 funds tracked by Wall St. Rank hold SCHR as of Q4 2022.

  • WC Walker & Associates reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • WC Walker & Associates sold 8,388 Schwab Intermediately-Term US Treasury ETF shares in Q4 2022, an estimated $205K.
  • WC Walker & Associates first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2022 and held it in 1 quarter.
  • WC Walker & Associates's Schwab Intermediately-Term US Treasury ETF position peaked at $205K in Q3 2022.
  • 357 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.