VOYA Investment Management
SCHR

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

VOYA 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
Q2 		– Sell
-756,650
Closed -$20.3M – 2612
2019
Q1 		$20.3M Buy
756,650
+11,644
+2% +$309K 0.05% 369
2018
Q4 		$19.7M Sell
745,006
-144,648
-16% -$3.75M 0.05% 355
2018
Q3 		$23M Buy
+889,654
New +$23.2M 0.05% 393

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 $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
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

VOYA Investment Management's SCHR Position: Q2 2019 in Review

VOYA Investment Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2019, closing a stake of 756,650 shares — an estimated $20.3M sold.

VOYA Investment Management first reported a position in SCHR in Q3 2018 and held it in 3 quarters. The position peaked at $23M in Q3 2018. 202 funds tracked by Wall St. Rank hold SCHR as of Q2 2019.

  • VOYA Investment Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2019 after selling out during the quarter.
  • VOYA Investment Management sold 756,650 Schwab Intermediately-Term US Treasury ETF shares in Q2 2019, an estimated $20.3M.
  • VOYA Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2018 and held it in 3 quarters.
  • VOYA Investment Management's Schwab Intermediately-Term US Treasury ETF position peaked at $23M in Q3 2018.
  • 202 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2019.

Based on VOYA Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.