TAIM
SCHR

TD Ameritrade Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

TD Ameritrade Investment 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
2019
Q4 		– Sell
-3,940
Closed -$109K – 656
2019
Q3 		$109K Buy
+3,940
New +$109K ﹤0.01% 207

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TD Ameritrade Investment Management's SCHR Position: Q4 2019 in Review

TD Ameritrade Investment Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2019, closing a stake of 3,940 shares — an estimated $109K sold.

TD Ameritrade Investment Management first reported a position in SCHR in Q3 2019 and held it in 1 quarter. The position peaked at $109K in Q3 2019. 237 funds tracked by Wall St. Rank hold SCHR as of Q4 2019.

  • TD Ameritrade Investment Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2019 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 3,940 Schwab Intermediately-Term US Treasury ETF shares in Q4 2019, an estimated $109K.
  • TD Ameritrade Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2019 and held it in 1 quarter.
  • TD Ameritrade Investment Management's Schwab Intermediately-Term US Treasury ETF position peaked at $109K in Q3 2019.
  • 237 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2019.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.