VBFG
SCHR

Vishria Bird Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Vishria Bird Financial Group’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
2020
Q1 		– Sell
-42,832
Closed -$1.18M – 48
2019
Q4 		$1.18M Sell
42,832
-19,012
-31% -$525K 1.14% 18
2019
Q3 		$1.72M Buy
+61,844
New +$1.71M 1.97% 16

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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Vishria Bird Financial Group's SCHR Position: Q1 2020 in Review

Vishria Bird Financial Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2020, closing a stake of 42,832 shares — an estimated $1.18M sold.

Vishria Bird Financial Group first reported a position in SCHR in Q3 2019 and held it in 2 quarters. The position peaked at $1.72M in Q3 2019. 251 funds tracked by Wall St. Rank hold SCHR as of Q1 2020.

  • Vishria Bird Financial Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2020 after selling out during the quarter.
  • Vishria Bird Financial Group sold 42,832 Schwab Intermediately-Term US Treasury ETF shares in Q1 2020, an estimated $1.18M.
  • Vishria Bird Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2019 and held it in 2 quarters.
  • Vishria Bird Financial Group's Schwab Intermediately-Term US Treasury ETF position peaked at $1.72M in Q3 2019.
  • 251 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2020.

Based on Vishria Bird Financial Group's 13F filing for Q1 2020, filed 13 Apr 2020.