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SCHR

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

Bridgeworth’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
2018
Q3 		– Sell
-1,922
Closed -$50K – 458
2018
Q2 		$50K Buy
+1,922
New +$50K 0.02% 282

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bridgeworth's SCHR Position: Q3 2018 in Review

Bridgeworth sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2018, closing a stake of 1,922 shares — an estimated $50K sold.

Bridgeworth first reported a position in SCHR in Q2 2018 and held it in 1 quarter. The position peaked at $50K in Q2 2018. 146 funds tracked by Wall St. Rank hold SCHR as of Q3 2018.

  • Bridgeworth reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 1,922 Schwab Intermediately-Term US Treasury ETF shares in Q3 2018, an estimated $50K.
  • Bridgeworth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's Schwab Intermediately-Term US Treasury ETF position peaked at $50K in Q2 2018.
  • 146 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.