Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
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Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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UWM
USAdvisors Wealth Management’s
Schwab Intermediately-Term US Treasury ETF
SCHR
Stock Holding History
USAdvisors Wealth Management’s Portfolio
SCHR Stock Details
SCHR Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-55,858
Closed
-$3.07M
–
93
2019
Q4
$3.07M
Sell
55,858
-399
-
0.7
%
-$21.9K
1.59%
18
2019
Q3
$3.13M
Buy
56,257
+51,996
+
1,220
%
+$2.89M
1.61%
17
2019
Q2
$77.5K
Buy
+4,261
New
+$77.5K
33.2%
1
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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