AWA
SCHR

Arete Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Arete Wealth Advisors’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
Q1 		– Sell
-19,344
Closed -$512K – 408
2018
Q4 		$512K Buy
+19,344
New +$502K 0.12% 189

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Arete Wealth Advisors's SCHR Position: Q1 2019 in Review

Arete Wealth Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2019, closing a stake of 19,344 shares — an estimated $512K sold.

Arete Wealth Advisors first reported a position in SCHR in Q4 2018 and held it in 1 quarter. The position peaked at $512K in Q4 2018. 186 funds tracked by Wall St. Rank hold SCHR as of Q1 2019.

  • Arete Wealth Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2019 after selling out during the quarter.
  • Arete Wealth Advisors sold 19,344 Schwab Intermediately-Term US Treasury ETF shares in Q1 2019, an estimated $512K.
  • Arete Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2018 and held it in 1 quarter.
  • Arete Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $512K in Q4 2018.
  • 186 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2019.

Based on Arete Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.