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

Centaurus Financial’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
-50
Closed -$1K – 1762
2018
Q2 		$1K Buy
+50
New +$1.3K ﹤0.01% 2142

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BWM
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Jane Street
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AFS
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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
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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Centaurus Financial's SCHR Position: Q3 2018 in Review

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

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

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

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.