MCM
SCHR

Manchester Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Manchester Capital 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
2020
Q3 		– Sell
-488
Closed -$14K – 666
2020
Q2 		$14K Buy
+488
New +$14.3K ﹤0.01% 452
2014
Q3 		– Sell
-200
Closed -$5K – 1104
2014
Q2 		$5K Buy
+200
New +$5.29K ﹤0.01% 1015

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

Manchester Capital Management's SCHR Position: Q3 2020 in Review

Manchester Capital Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2020, closing a stake of 488 shares — an estimated $14K sold.

Manchester Capital Management first reported a position in SCHR in Q2 2014 and held it in 2 quarters. The position peaked at $14K in Q2 2020. 261 funds tracked by Wall St. Rank hold SCHR as of Q3 2020.

  • Manchester Capital Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2020 after selling out during the quarter.
  • Manchester Capital Management sold 488 Schwab Intermediately-Term US Treasury ETF shares in Q3 2020, an estimated $14K.
  • Manchester Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2014 and held it in 2 quarters.
  • Manchester Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $14K in Q2 2020.
  • 261 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2020.

Based on Manchester Capital Management's 13F filing for Q3 2020, filed 27 Oct 2020.