Waterloo Capital’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Waterloo Capital’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	$345K	Buy	+11,728	New	+$331K	0.24%	92

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Waterloo Capital's SCHR Position: Q1 2020 in Review

Waterloo Capital opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2020: 11,728 shares worth $345K. The stake represents 0.24% of the portfolio and ranks #92 among its holdings.

251 funds tracked by Wall St. Rank hold SCHR as of Q1 2020.

Waterloo Capital held 11,728 shares of Schwab Intermediately-Term US Treasury ETF worth $345K as of Q1 2020.
Schwab Intermediately-Term US Treasury ETF was a new Waterloo Capital position in Q1 2020.
Schwab Intermediately-Term US Treasury ETF made up 0.24% of Waterloo Capital's portfolio in Q1 2020, its #92 holding.
251 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.