LDFR
SCHR

Lehman & Derafelo Financial Resources’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Lehman & Derafelo Financial Resources’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 		– Sell
-8
Closed – – 193
2019
Q1 		$0 Hold
8
– – ﹤0.01% 192
2018
Q4 		$0 Buy
+8
New +$208 ﹤0.01% 179

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

Lehman & Derafelo Financial Resources's SCHR Position: Q2 2019 in Review

Lehman & Derafelo Financial Resources sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2019, closing a stake of 8 shares.

Lehman & Derafelo Financial Resources first reported a position in SCHR in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 202 funds tracked by Wall St. Rank hold SCHR as of Q2 2019.

  • Lehman & Derafelo Financial Resources reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2019 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 8 Schwab Intermediately-Term US Treasury ETF shares in Q2 2019.
  • Lehman & Derafelo Financial Resources first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2018 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's Schwab Intermediately-Term US Treasury ETF position peaked at $0 in Q1 2019.
  • 202 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2019.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2019, filed 14 Aug 2019.