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Sullivan, Bruyette, Speros & Blaney’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Sullivan, Bruyette, Speros & Blaney’s Portfolio SCHR Stock Details SCHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,442
Closed -$134K – 337
2019
Q4 		$134K Sell
2,442
-5,791
-70% -$318K 0.01% 302
2019
Q3 		$457K Buy
+8,233
New +$457K 0.03% 139