LFG
SCHR

LifePlan Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

LifePlan Financial Group’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
Q3 		$13K Hold
444
– – 0.01% 386
2020
Q2 		$13K Hold
444
– – 0.01% 390
2020
Q1 		$13K Hold
444
– – 0.01% 371
2019
Q4 		$12K Sell
444
-1,080
-71% -$29.8K 0.01% 402
2019
Q3 		$42K Buy
+1,524
New +$42.2K 0.02% 266

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
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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LifePlan Financial Group's SCHR Position: Q3 2020 in Review

LifePlan Financial Group held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q3 2020 at 444 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #386.

LifePlan Financial Group first reported a position in SCHR in Q3 2019 and has held it in 5 quarters since. The position peaked at $42K in Q3 2019. 261 funds tracked by Wall St. Rank hold SCHR as of Q3 2020.

  • LifePlan Financial Group held 444 shares of Schwab Intermediately-Term US Treasury ETF worth $13K as of Q3 2020.
  • LifePlan Financial Group left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q3 2020.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #386 holding.
  • LifePlan Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2019 and has held it in 5 quarters since.
  • LifePlan Financial Group's Schwab Intermediately-Term US Treasury ETF position peaked at $42K in Q3 2019.
  • 261 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.