CONA
SCHR

Capital One National Association’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Capital One National Association’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
Q4 		$391K Buy
+14,244
New +$394K 0.05% 230

Other funds holding SCHR

CSIA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Capital One National Association's SCHR Position: Q4 2019 in Review

Capital One National Association opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2019: 14,244 shares worth $391K. The stake represents 0.05% of the portfolio and ranks #230 among its holdings.

237 funds tracked by Wall St. Rank hold SCHR as of Q4 2019.

  • Capital One National Association held 14,244 shares of Schwab Intermediately-Term US Treasury ETF worth $391K as of Q4 2019.
  • Schwab Intermediately-Term US Treasury ETF was a new Capital One National Association position in Q4 2019.
  • Schwab Intermediately-Term US Treasury ETF made up 0.05% of Capital One National Association's portfolio in Q4 2019, its #230 holding.
  • 237 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.