Capital Advisory Group Advisory Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-450	Closed	-$13K	–	503
2020 Q1	$13K	Hold	450	–	–	0.02%	207
2019 Q4	$12K	Buy	+450	New	+$12.4K	0.01%	152

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BWM

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YAL

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AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Advisory Group Advisory Services's SCHR Position: Q2 2020 in Review

Capital Advisory Group Advisory Services sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2020, closing a stake of 450 shares — an estimated $13K sold.

Capital Advisory Group Advisory Services first reported a position in SCHR in Q4 2019 and held it in 2 quarters. The position peaked at $13K in Q1 2020. 256 funds tracked by Wall St. Rank hold SCHR as of Q2 2020.

Capital Advisory Group Advisory Services reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 450 Schwab Intermediately-Term US Treasury ETF shares in Q2 2020, an estimated $13K.
Capital Advisory Group Advisory Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and held it in 2 quarters.
Capital Advisory Group Advisory Services's Schwab Intermediately-Term US Treasury ETF position peaked at $13K in Q1 2020.
256 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2020, filed 14 Aug 2020.