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United Asset Strategies’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

United Asset Strategies’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
2018
Q4 		– Sell
-10,026
Closed -$260K – 209
2018
Q3 		$260K Buy
+10,026
New +$261K 0.06% 180

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Envestnet Asset Management
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BWM
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IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

United Asset Strategies's SCHR Position: Q4 2018 in Review

United Asset Strategies sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2018, closing a stake of 10,026 shares — an estimated $260K sold.

United Asset Strategies first reported a position in SCHR in Q3 2018 and held it in 1 quarter. The position peaked at $260K in Q3 2018. 170 funds tracked by Wall St. Rank hold SCHR as of Q4 2018.

  • United Asset Strategies reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2018 after selling out during the quarter.
  • United Asset Strategies sold 10,026 Schwab Intermediately-Term US Treasury ETF shares in Q4 2018, an estimated $260K.
  • United Asset Strategies first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2018 and held it in 1 quarter.
  • United Asset Strategies's Schwab Intermediately-Term US Treasury ETF position peaked at $260K in Q3 2018.
  • 170 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2018.

Based on United Asset Strategies's 13F filing for Q4 2018, filed 11 Feb 2019.