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Joseph P. Lucia & Associates’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Joseph P. Lucia & Associates’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
2019
Q4 		– Sell
-372
Closed -$10K – 478
2019
Q3 		$10K Hold
372
– – 0.01% 319
2019
Q2 		$10K Buy
+372
New +$10K 0.01% 308

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MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Joseph P. Lucia & Associates's SCHR Position: Q4 2019 in Review

Joseph P. Lucia & Associates sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2019, closing a stake of 372 shares — an estimated $10K sold.

Joseph P. Lucia & Associates first reported a position in SCHR in Q2 2019 and held it in 2 quarters. The position peaked at $10K in Q3 2019. 237 funds tracked by Wall St. Rank hold SCHR as of Q4 2019.

  • Joseph P. Lucia & Associates reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2019 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 372 Schwab Intermediately-Term US Treasury ETF shares in Q4 2019, an estimated $10K.
  • Joseph P. Lucia & Associates first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2019 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Schwab Intermediately-Term US Treasury ETF position peaked at $10K in Q3 2019.
  • 237 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2019.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2019, filed 23 Jan 2020.