9WM
SCHR

9258 Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

9258 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
2019
Q4 		– Sell
-11,930
Closed -$331K – 320
2019
Q3 		$331K Buy
+11,930
New +$330K 0.26% 124

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9258 Wealth Management's SCHR Position: Q4 2019 in Review

9258 Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2019, closing a stake of 11,930 shares — an estimated $331K sold.

9258 Wealth Management first reported a position in SCHR in Q3 2019 and held it in 1 quarter. The position peaked at $331K in Q3 2019. 237 funds tracked by Wall St. Rank hold SCHR as of Q4 2019.

  • 9258 Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2019 after selling out during the quarter.
  • 9258 Wealth Management sold 11,930 Schwab Intermediately-Term US Treasury ETF shares in Q4 2019, an estimated $331K.
  • 9258 Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2019 and held it in 1 quarter.
  • 9258 Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $331K in Q3 2019.
  • 237 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2019.

Based on 9258 Wealth Management's 13F filing for Q4 2019, filed 6 Feb 2020.