WWA
SCHR

WCG Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

WCG 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
2024
Q1 		– Sell
-25,004
Closed -$622K – 301
2023
Q4 		$622K Buy
+25,004
New +$604K 0.05% 234

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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
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

WCG Wealth Advisors's SCHR Position: Q1 2024 in Review

WCG Wealth Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2024, closing a stake of 25,004 shares — an estimated $622K sold.

WCG Wealth Advisors first reported a position in SCHR in Q4 2023 and held it in 1 quarter. The position peaked at $622K in Q4 2023. 373 funds tracked by Wall St. Rank hold SCHR as of Q1 2024.

  • WCG Wealth Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 25,004 Schwab Intermediately-Term US Treasury ETF shares in Q1 2024, an estimated $622K.
  • WCG Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and held it in 1 quarter.
  • WCG Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $622K in Q4 2023.
  • 373 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2024.

Based on WCG Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.