SAG
SCHR

Spotlight Asset Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Spotlight Asset 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
2020
Q1 		– Sell
-8,400
Closed -$246K – 126
2019
Q4 		$246K Buy
+8,400
New +$232K 0.12% 98

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State Street
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BWM
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Wealth Enhancement Advisory Services
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Spotlight Asset Group's SCHR Position: Q1 2020 in Review

Spotlight Asset Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2020, closing a stake of 8,400 shares — an estimated $246K sold.

Spotlight Asset Group first reported a position in SCHR in Q4 2019 and held it in 1 quarter. The position peaked at $246K in Q4 2019. 251 funds tracked by Wall St. Rank hold SCHR as of Q1 2020.

  • Spotlight Asset Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2020 after selling out during the quarter.
  • Spotlight Asset Group sold 8,400 Schwab Intermediately-Term US Treasury ETF shares in Q1 2020, an estimated $246K.
  • Spotlight Asset Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and held it in 1 quarter.
  • Spotlight Asset Group's Schwab Intermediately-Term US Treasury ETF position peaked at $246K in Q4 2019.
  • 251 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2020.

Based on Spotlight Asset Group's 13F filing for Q1 2020, filed 13 Apr 2020.