CHP
SCHR

Cable Hill Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Cable Hill 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
2019
Q3 		– Sell
-9,000
Closed -$247K – 112
2019
Q2 		$247K Sell
9,000
-738
-8% -$19.9K 0.09% 90
2019
Q1 		$262K Sell
9,738
-15,516
-61% -$412K 0.09% 91
2018
Q4 		$669K Buy
+25,254
New +$655K 0.27% 35

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Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $120B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cable Hill Partners's SCHR Position: Q3 2019 in Review

Cable Hill Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2019, closing a stake of 9,000 shares — an estimated $247K sold.

Cable Hill Partners first reported a position in SCHR in Q4 2018 and held it in 3 quarters. The position peaked at $669K in Q4 2018. 210 funds tracked by Wall St. Rank hold SCHR as of Q3 2019.

  • Cable Hill Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2019 after selling out during the quarter.
  • Cable Hill Partners sold 9,000 Schwab Intermediately-Term US Treasury ETF shares in Q3 2019, an estimated $247K.
  • Cable Hill Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2018 and held it in 3 quarters.
  • Cable Hill Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $669K in Q4 2018.
  • 210 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2019.

Based on Cable Hill Partners's 13F filing for Q3 2019, filed 29 Oct 2019.