Woodley Farra Manion Portfolio Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Woodley Farra Manion Portfolio 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
2020 Q3	–	Sell	-206	Closed	-$6K	–	334
2020 Q2	$6K	Hold	206	–	–	﹤0.01%	311
2020 Q1	$6K	Hold	206	–	–	﹤0.01%	312
2019 Q4	$6K	Buy	+206	New	+$5.69K	﹤0.01%	310

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's SCHR Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2020, closing a stake of 206 shares — an estimated $6K sold.

Woodley Farra Manion Portfolio Management first reported a position in SCHR in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q2 2020. 261 funds tracked by Wall St. Rank hold SCHR as of Q3 2020.

Woodley Farra Manion Portfolio Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2020 after selling out during the quarter.
Woodley Farra Manion Portfolio Management sold 206 Schwab Intermediately-Term US Treasury ETF shares in Q3 2020, an estimated $6K.
Woodley Farra Manion Portfolio Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and held it in 3 quarters.
Woodley Farra Manion Portfolio Management's Schwab Intermediately-Term US Treasury ETF position peaked at $6K in Q2 2020.
261 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.