BC
SCHR

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

Brinker Capital’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
-126,778
Closed -$3.36M – 960
2018
Q4 		$3.36M Buy
+126,778
New +$3.29M 0.15% 143

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MIH
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Stifel Financial
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Royal Bank of Canada
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Envestnet Asset Management
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AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
BWM
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TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Jane Street
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return