San Francisco Sentry Investment Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

San Francisco Sentry Investment 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
2018 Q3	–	Sell	-3,800	Closed	-$99K	–	919
2018 Q2	$99K	Hold	3,800	–	–	0.04%	316
2018 Q1	$100K	Buy	+3,800	New	+$99.8K	0.03%	367

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

San Francisco Sentry Investment Group's SCHR Position: Q3 2018 in Review

San Francisco Sentry Investment Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2018, closing a stake of 3,800 shares — an estimated $99K sold.

San Francisco Sentry Investment Group first reported a position in SCHR in Q1 2018 and held it in 2 quarters. The position peaked at $100K in Q1 2018. 146 funds tracked by Wall St. Rank hold SCHR as of Q3 2018.

San Francisco Sentry Investment Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 3,800 Schwab Intermediately-Term US Treasury ETF shares in Q3 2018, an estimated $99K.
San Francisco Sentry Investment Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2018 and held it in 2 quarters.
San Francisco Sentry Investment Group's Schwab Intermediately-Term US Treasury ETF position peaked at $100K in Q1 2018.
146 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q3 2018, filed 9 Nov 2018.