FIG
SCHR

FundX Investment Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

FundX Investment Group’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
Q3 		– Sell
-550,014
Closed -$16.2M – 38
2020
Q2 		$16.2M Buy
+550,014
New +$16.1M 6.83% 6

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FundX Investment Group's SCHR Position: Q3 2020 in Review

FundX Investment Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2020, closing a stake of 550,014 shares — an estimated $16.2M sold.

FundX Investment Group first reported a position in SCHR in Q2 2020 and held it in 1 quarter. The position peaked at $16.2M in Q2 2020. 261 funds tracked by Wall St. Rank hold SCHR as of Q3 2020.

  • FundX Investment Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2020 after selling out during the quarter.
  • FundX Investment Group sold 550,014 Schwab Intermediately-Term US Treasury ETF shares in Q3 2020, an estimated $16.2M.
  • FundX Investment Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2020 and held it in 1 quarter.
  • FundX Investment Group's Schwab Intermediately-Term US Treasury ETF position peaked at $16.2M in Q2 2020.
  • 261 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2020.

Based on FundX Investment Group's 13F filing for Q3 2020, filed 29 Oct 2020.