WHG
SCHR

Westwood Holdings Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Westwood Holdings 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
-606
Closed -$17K – 496
2019
Q4 		$17K Buy
+606
New +$16.7K ﹤0.01% 516

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Stifel Financial
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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 13.96% 1-Year Est. Return

Westwood Holdings Group's SCHR Position: Q1 2020 in Review

Westwood Holdings Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2020, closing a stake of 606 shares — an estimated $17K sold.

Westwood Holdings Group first reported a position in SCHR in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 251 funds tracked by Wall St. Rank hold SCHR as of Q1 2020.

  • Westwood Holdings Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2020 after selling out during the quarter.
  • Westwood Holdings Group sold 606 Schwab Intermediately-Term US Treasury ETF shares in Q1 2020, an estimated $17K.
  • Westwood Holdings Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and held it in 1 quarter.
  • Westwood Holdings Group's Schwab Intermediately-Term US Treasury ETF position peaked at $17K in Q4 2019.
  • 251 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2020.

Based on Westwood Holdings Group's 13F filing for Q1 2020, filed 15 May 2020.