MGIA
SCHR

Moneta Group Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Moneta Group Investment Advisors’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
2018
Q2 		– Sell
-44
Closed -$1K – 596
2018
Q1 		$1K Buy
+44
New +$1.16K ﹤0.01% 582

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moneta Group Investment Advisors's SCHR Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2018, closing a stake of 44 shares — an estimated $1K sold.

Moneta Group Investment Advisors first reported a position in SCHR in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 138 funds tracked by Wall St. Rank hold SCHR as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 44 Schwab Intermediately-Term US Treasury ETF shares in Q2 2018, an estimated $1K.
  • Moneta Group Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $1K in Q1 2018.
  • 138 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.