Great Diamond Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-700
Closed -$19K 504
2019
Q4
$19K Buy
+700
New +$19.3K 0.01% 496

Other funds holding SCHR

Great Diamond Partners's SCHR Position: Q1 2020 in Review

Great Diamond Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2020, closing a stake of 700 shares — an estimated $19K sold.

Great Diamond Partners first reported a position in SCHR in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 251 funds tracked by Wall St. Rank hold SCHR as of Q1 2020.

  • Great Diamond Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 700 Schwab Intermediately-Term US Treasury ETF shares in Q1 2020, an estimated $19K.
  • Great Diamond Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $19K in Q4 2019.
  • 251 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.