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SCHR

TrueWealth LLC’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

TrueWealth LLC’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
Q3 		– Sell
-22
Closed -$1K – 732
2019
Q2 		$1K Buy
+22
New +$594 ﹤0.01% 705

Other funds holding SCHR

CSIA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 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 13.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TrueWealth LLC's SCHR Position: Q3 2019 in Review

TrueWealth LLC sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2019, closing a stake of 22 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in SCHR in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 210 funds tracked by Wall St. Rank hold SCHR as of Q3 2019.

  • TrueWealth LLC reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2019 after selling out during the quarter.
  • TrueWealth LLC sold 22 Schwab Intermediately-Term US Treasury ETF shares in Q3 2019, an estimated $1K.
  • TrueWealth LLC first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2019 and held it in 1 quarter.
  • TrueWealth LLC's Schwab Intermediately-Term US Treasury ETF position peaked at $1K in Q2 2019.
  • 210 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2019.

Based on TrueWealth LLC's 13F filing for Q3 2019, filed 10 Oct 2019.