Western Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Western Wealth 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
2023 Q2	–	Sell	-9,334	Closed	-$235K	–	669
2023 Q1	$235K	Buy	+9,334	New	+$233K	0.02%	567
2022 Q4	–	Sell	-21,216	Closed	-$524K	–	768
2022 Q3	$524K	Buy	+21,216	New	+$542K	0.03%	467

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

BWM

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

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

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Western Wealth Management's SCHR Position: Q2 2023 in Review

Western Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2023, closing a stake of 9,334 shares — an estimated $235K sold.

Western Wealth Management first reported a position in SCHR in Q3 2022 and held it in 2 quarters. The position peaked at $524K in Q3 2022. 363 funds tracked by Wall St. Rank hold SCHR as of Q2 2023.

Western Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2023 after selling out during the quarter.
Western Wealth Management sold 9,334 Schwab Intermediately-Term US Treasury ETF shares in Q2 2023, an estimated $235K.
Western Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2022 and held it in 2 quarters.
Western Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $524K in Q3 2022.
363 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2023.

Based on Western Wealth Management's 13F filing for Q2 2023, filed 30 Aug 2023.