AIP
SCHR

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

Ameritas Investment 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
2020
Q4 		– Sell
-3,046
Closed -$89K – 3108
2020
Q3 		$89K Hold
3,046
– – ﹤0.01% 1499
2020
Q2 		$89K Hold
3,046
– – ﹤0.01% 1485
2020
Q1 		$89K Buy
+3,046
New +$86.1K 0.01% 1345

Other funds holding SCHR

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CSIA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameritas Investment Partners's SCHR Position: Q4 2020 in Review

Ameritas Investment Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2020, closing a stake of 3,046 shares — an estimated $89K sold.

Ameritas Investment Partners first reported a position in SCHR in Q1 2020 and held it in 3 quarters. The position peaked at $89K in Q3 2020. 293 funds tracked by Wall St. Rank hold SCHR as of Q4 2020.

  • Ameritas Investment Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • Ameritas Investment Partners sold 3,046 Schwab Intermediately-Term US Treasury ETF shares in Q4 2020, an estimated $89K.
  • Ameritas Investment Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and held it in 3 quarters.
  • Ameritas Investment Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $89K in Q3 2020.
  • 293 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2020.

Based on Ameritas Investment Partners's 13F filing for Q4 2020, filed 12 Feb 2021.