Acorn Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Acorn Wealth Advisors’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
2018 Q3	–	Sell	-5,074	Closed	-$132K	–	377
2018 Q2	$132K	Buy	5,074 +10	+0.2%	+$260	0.11%	150
2018 Q1	$132K	Buy	5,064 +16	+0.3%	+$420	0.11%	146
2017 Q4	$134K	Buy	+5,048	New	+$135K	0.12%	139

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BWM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Acorn Wealth Advisors's SCHR Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2018, closing a stake of 5,074 shares — an estimated $132K sold.

Acorn Wealth Advisors first reported a position in SCHR in Q4 2017 and held it in 3 quarters. The position peaked at $134K in Q4 2017. 146 funds tracked by Wall St. Rank hold SCHR as of Q3 2018.

Acorn Wealth Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 5,074 Schwab Intermediately-Term US Treasury ETF shares in Q3 2018, an estimated $132K.
Acorn Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $134K in Q4 2017.
146 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.