LCP
SCHR

Legacy Capital Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Legacy Capital Partners’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
-15,006
Closed -$417K – 160
2019
Q3 		$417K Buy
15,006
+4,368
+41% +$121K 0.18% 96
2019
Q2 		$292K Buy
10,638
+386
+4% +$10.4K 0.13% 111
2019
Q1 		$276K Buy
+10,252
New +$272K 0.13% 121

Other funds holding SCHR

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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

Legacy Capital Partners's SCHR Position: Q4 2019 in Review

Legacy Capital Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2019, closing a stake of 15,006 shares — an estimated $417K sold.

Legacy Capital Partners first reported a position in SCHR in Q1 2019 and held it in 3 quarters. The position peaked at $417K in Q3 2019. 237 funds tracked by Wall St. Rank hold SCHR as of Q4 2019.

  • Legacy Capital Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2019 after selling out during the quarter.
  • Legacy Capital Partners sold 15,006 Schwab Intermediately-Term US Treasury ETF shares in Q4 2019, an estimated $417K.
  • Legacy Capital Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2019 and held it in 3 quarters.
  • Legacy Capital Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $417K in Q3 2019.
  • 237 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2019.

Based on Legacy Capital Partners's 13F filing for Q4 2019, filed 14 Jan 2020.