HR
SCHR

Hayden Royal’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Hayden Royal’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
-9,180
Closed -$270K – 237
2020
Q1 		$270K Buy
+9,180
New +$259K 0.16% 159

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hayden Royal's SCHR Position: Q2 2020 in Review

Hayden Royal sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2020, closing a stake of 9,180 shares — an estimated $270K sold.

Hayden Royal first reported a position in SCHR in Q1 2020 and held it in 1 quarter. The position peaked at $270K in Q1 2020. 256 funds tracked by Wall St. Rank hold SCHR as of Q2 2020.

  • Hayden Royal reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2020 after selling out during the quarter.
  • Hayden Royal sold 9,180 Schwab Intermediately-Term US Treasury ETF shares in Q2 2020, an estimated $270K.
  • Hayden Royal first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and held it in 1 quarter.
  • Hayden Royal's Schwab Intermediately-Term US Treasury ETF position peaked at $270K in Q1 2020.
  • 256 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2020.

Based on Hayden Royal's 13F filing for Q2 2020, filed 14 Aug 2020.