LPWM
SCHR

Lake Point Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Lake Point Wealth Management’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
Q2 		$6K Hold
216
– – ﹤0.01% 401
2019
Q1 		$6K Buy
+216
New +$5.73K ﹤0.01% 401

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
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return

Lake Point Wealth Management's SCHR Position: Q2 2019 in Review

Lake Point Wealth Management held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2019 at 216 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Lake Point Wealth Management first reported a position in SCHR in Q1 2019 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold SCHR as of Q2 2019.

  • Lake Point Wealth Management held 216 shares of Schwab Intermediately-Term US Treasury ETF worth $6K as of Q2 2019.
  • Lake Point Wealth Management left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2019.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #401 holding.
  • Lake Point Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2019 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.