WP
SCHR

WealthPLAN Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-1,424
Closed -$35.1K – 998
2023
Q2 		$35.1K Sell
1,424
-160
-10% -$4.01K 0.01% 575
2023
Q1 		$39.9K Buy
+1,584
New +$39.5K ﹤0.01% 601

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Ameriprise
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Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthPLAN Partners's SCHR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2023, closing a stake of 1,424 shares — an estimated $35.1K sold.

WealthPLAN Partners first reported a position in SCHR in Q1 2023 and held it in 2 quarters. The position peaked at $39.9K in Q1 2023. 368 funds tracked by Wall St. Rank hold SCHR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,424 Schwab Intermediately-Term US Treasury ETF shares in Q3 2023, an estimated $35.1K.
  • WealthPLAN Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $39.9K in Q1 2023.
  • 368 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.