AJ Wealth Strategies’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

AJ Wealth Strategies’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	-90,056	Closed	-$2.47M	–	193
2019 Q4	$2.47M	Hold	90,056	–	–	0.29%	34
2019 Q3	$2.5M	Buy	+90,056	New	+$2.49M	0.33%	32
2018 Q1	–	Sell	-15,544	Closed	-$414K	–	98
2017 Q4	$414K	Hold	15,544	–	–	0.1%	68
2017 Q3	$419K	Hold	15,544	–	–	0.14%	57
2017 Q2	$419K	Sell	15,544 -11,468	-42%	-$310K	0.16%	51
2017 Q1	$724K	Buy	27,012 +2,578	+11%	+$68.9K	0.32%	46
2016 Q4	$652K	Buy	+24,434	New	+$662K	0.34%	44

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

AJ Wealth Strategies's SCHR Position: Q1 2020 in Review

AJ Wealth Strategies sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2020, closing a stake of 90,056 shares — an estimated $2.47M sold.

AJ Wealth Strategies first reported a position in SCHR in Q4 2016 and held it in 7 quarters. The position peaked at $2.5M in Q3 2019. 251 funds tracked by Wall St. Rank hold SCHR as of Q1 2020.

AJ Wealth Strategies reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2020 after selling out during the quarter.
AJ Wealth Strategies sold 90,056 Schwab Intermediately-Term US Treasury ETF shares in Q1 2020, an estimated $2.47M.
AJ Wealth Strategies first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2016 and held it in 7 quarters.
AJ Wealth Strategies's Schwab Intermediately-Term US Treasury ETF position peaked at $2.5M in Q3 2019.
251 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2020.

Based on AJ Wealth Strategies's 13F filing for Q1 2020, filed 15 May 2020.