SIAS
SCHR

Shine Investment Advisory Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Shine Investment Advisory Services’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
-418
Closed -$12K – 764
2020
Q1 		$12K Buy
+418
New +$11.8K 0.01% 500

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BWM
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Shine Investment Advisory Services's SCHR Position: Q2 2020 in Review

Shine Investment Advisory Services sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2020, closing a stake of 418 shares — an estimated $12K sold.

Shine Investment Advisory Services first reported a position in SCHR in Q1 2020 and held it in 1 quarter. The position peaked at $12K in Q1 2020. 256 funds tracked by Wall St. Rank hold SCHR as of Q2 2020.

  • Shine Investment Advisory Services reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 418 Schwab Intermediately-Term US Treasury ETF shares in Q2 2020, an estimated $12K.
  • Shine Investment Advisory Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and held it in 1 quarter.
  • Shine Investment Advisory Services's Schwab Intermediately-Term US Treasury ETF position peaked at $12K in Q1 2020.
  • 256 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2020.

Based on Shine Investment Advisory Services's 13F filing for Q2 2020, filed 29 Jul 2020.