AEPG
SCHR

American Economic Planning Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

American Economic Planning 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
2019
Q3 		$35.3M Buy
1,272,460
+13,816
+1% +$382K 9.62% 3
2019
Q2 		$34.6M Buy
+1,258,644
New +$34M 10.43% 3

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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Economic Planning Group's SCHR Position: Q3 2019 in Review

American Economic Planning Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 1.1% in Q3 2019, buying an estimated $382K and bringing the position to 1,272,460 shares worth $35.3M. The position accounts for 9.62% of the portfolio, ranked #3.

American Economic Planning Group first reported a position in SCHR in Q2 2019 and has held it in 2 quarters since. 210 funds tracked by Wall St. Rank hold SCHR as of Q3 2019.

  • American Economic Planning Group held 1,272,460 shares of Schwab Intermediately-Term US Treasury ETF worth $35.3M as of Q3 2019.
  • American Economic Planning Group bought 13,816 Schwab Intermediately-Term US Treasury ETF shares in Q3 2019, an estimated $382K.
  • Schwab Intermediately-Term US Treasury ETF made up 9.62% of American Economic Planning Group's portfolio in Q3 2019, its #3 holding.
  • American Economic Planning Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2019 and has held it in 2 quarters since.
  • 210 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.