A
SCHR

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

AdvicePeriod’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
2020
Q1 		– Sell
-9,744
Closed -$268K – 93
2019
Q4 		$268K Hold
9,744
– – 0.02% 88
2019
Q3 		$271K Sell
9,744
-3,060
-24% -$84.7K 0.03% 85
2019
Q2 		$352K Buy
+12,804
New +$346K 0.03% 75

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 $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

AdvicePeriod's SCHR Position: Q1 2020 in Review

AdvicePeriod sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2020, closing a stake of 9,744 shares — an estimated $268K sold.

AdvicePeriod first reported a position in SCHR in Q2 2019 and held it in 3 quarters. The position peaked at $352K in Q2 2019. 250 funds tracked by Wall St. Rank hold SCHR as of Q1 2020.

  • AdvicePeriod reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2020 after selling out during the quarter.
  • AdvicePeriod sold 9,744 Schwab Intermediately-Term US Treasury ETF shares in Q1 2020, an estimated $268K.
  • AdvicePeriod first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2019 and held it in 3 quarters.
  • AdvicePeriod's Schwab Intermediately-Term US Treasury ETF position peaked at $352K in Q2 2019.
  • 250 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2020.

Based on AdvicePeriod's 13F filing for Q1 2020, filed 27 Apr 2020.