RSWM
SCHR

Robertson Stephens Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Robertson Stephens Wealth 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
-21,370
Closed -$628K – 213
2020
Q1 		$628K Buy
+21,370
New +$604K 0.21% 90

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Ameriprise
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State Street
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robertson Stephens Wealth Management's SCHR Position: Q2 2020 in Review

Robertson Stephens Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2020, closing a stake of 21,370 shares — an estimated $628K sold.

Robertson Stephens Wealth Management first reported a position in SCHR in Q1 2020 and held it in 1 quarter. The position peaked at $628K in Q1 2020. 256 funds tracked by Wall St. Rank hold SCHR as of Q2 2020.

  • Robertson Stephens Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2020 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 21,370 Schwab Intermediately-Term US Treasury ETF shares in Q2 2020, an estimated $628K.
  • Robertson Stephens Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $628K in Q1 2020.
  • 256 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2020.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2020, filed 12 Aug 2020.