WCM
SCHR

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

Weatherstone Capital 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
Q1 		– Sell
-9,348
Closed -$242K – 139
2018
Q4 		$242K Buy
+9,348
New +$243K 0.06% 144

Other funds holding SCHR

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MIH
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Weatherstone Capital Management's SCHR Position: Q1 2019 in Review

Weatherstone Capital Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2019, closing a stake of 9,348 shares — an estimated $242K sold.

Weatherstone Capital Management first reported a position in SCHR in Q4 2018 and held it in 1 quarter. The position peaked at $242K in Q4 2018. 186 funds tracked by Wall St. Rank hold SCHR as of Q1 2019.

  • Weatherstone Capital Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 9,348 Schwab Intermediately-Term US Treasury ETF shares in Q1 2019, an estimated $242K.
  • Weatherstone Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $242K in Q4 2018.
  • 186 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.