MSAM
SCHR

Moloney Securities Asset Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Moloney Securities Asset 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
Q2 		– Sell
-10,950
Closed -$322K – 322
2020
Q1 		$322K Buy
10,950
+806
+8% +$22.8K 0.12% 178
2019
Q4 		$279K Buy
10,144
+2,296
+29% +$63.4K 0.09% 262
2019
Q3 		$218K Hold
7,848
– – 0.07% 287
2019
Q2 		$216K Sell
7,848
-246
-3% -$6.64K 0.07% 276
2019
Q1 		$218K Hold
8,094
– – 0.08% 266
2018
Q4 		$214K Buy
+8,094
New +$210K 0.09% 246

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Ameriprise
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State Street
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Stifel Financial
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JP Morgan Chase
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BWM
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YAL
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AssetMark Inc
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Wealth Enhancement Advisory Services
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