Global Wealth Management Investment Advisory’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Global Wealth Management Investment Advisory’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	-1,104	Closed	-$32K	–	661
2020 Q1	$32K	Buy	+1,104	New	+$31.2K	0.02%	206

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

YAL

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's SCHR Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2020, closing a stake of 1,104 shares — an estimated $32K sold.

Global Wealth Management Investment Advisory first reported a position in SCHR in Q1 2020 and held it in 1 quarter. The position peaked at $32K in Q1 2020. 256 funds tracked by Wall St. Rank hold SCHR as of Q2 2020.

Global Wealth Management Investment Advisory reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 1,104 Schwab Intermediately-Term US Treasury ETF shares in Q2 2020, an estimated $32K.
Global Wealth Management Investment Advisory first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and held it in 1 quarter.
Global Wealth Management Investment Advisory's Schwab Intermediately-Term US Treasury ETF position peaked at $32K in Q1 2020.
256 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.