CPO
SCHR

Cerity Partners OCIO’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Cerity Partners OCIO’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
Q2 		– Sell
-14,016
Closed -$369K – 284
2018
Q1 		$369K Buy
+14,016
New +$368K 0.02% 204

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MIH
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BWM
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AFS
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CCP
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Wells Fargo
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RRC
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FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Cerity Partners OCIO's SCHR Position: Q2 2018 in Review

Cerity Partners OCIO sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2018, closing a stake of 14,016 shares — an estimated $369K sold.

Cerity Partners OCIO first reported a position in SCHR in Q1 2018 and held it in 1 quarter. The position peaked at $369K in Q1 2018. 138 funds tracked by Wall St. Rank hold SCHR as of Q2 2018.

  • Cerity Partners OCIO reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2018 after selling out during the quarter.
  • Cerity Partners OCIO sold 14,016 Schwab Intermediately-Term US Treasury ETF shares in Q2 2018, an estimated $369K.
  • Cerity Partners OCIO first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2018 and held it in 1 quarter.
  • Cerity Partners OCIO's Schwab Intermediately-Term US Treasury ETF position peaked at $369K in Q1 2018.
  • 138 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2018.

Based on Cerity Partners OCIO's 13F filing for Q2 2018, filed 13 Aug 2018.