AIS
SCHR

Accurate Investment Solutions’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Accurate Investment Solutions’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
2016
Q4 		– Sell
-4,954
Closed -$138K – 332
2016
Q3 		$138K Buy
+4,954
New +$138K 0.13% 65
2016
Q1 		– Sell
-150
Closed -$4K – 410
2015
Q4 		$4K Buy
+150
New +$4.05K ﹤0.01% 247

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PTCG
Pring Turner Capital Group Alamo, California $166M AUM 22.06% 1-Year Est. Return

Accurate Investment Solutions's SCHR Position: Q4 2016 in Review

Accurate Investment Solutions sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2016, closing a stake of 4,954 shares — an estimated $138K sold.

Accurate Investment Solutions first reported a position in SCHR in Q4 2015 and held it in 2 quarters. The position peaked at $138K in Q3 2016. 84 funds tracked by Wall St. Rank hold SCHR as of Q4 2016.

  • Accurate Investment Solutions reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2016 after selling out during the quarter.
  • Accurate Investment Solutions sold 4,954 Schwab Intermediately-Term US Treasury ETF shares in Q4 2016, an estimated $138K.
  • Accurate Investment Solutions first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2015 and held it in 2 quarters.
  • Accurate Investment Solutions's Schwab Intermediately-Term US Treasury ETF position peaked at $138K in Q3 2016.
  • 84 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2016.

Based on Accurate Investment Solutions's 13F filing for Q4 2016, filed 10 Jan 2017.