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

Apriem 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	-3,480	Closed	-$91K	–	332
2018 Q2	$91K	Buy	+3,480	New	+$90.6K	0.02%	189
2017 Q2	–	Sell	-4,430	Closed	-$119K	–	468
2017 Q1	$119K	Sell	4,430 -400	-8%	-$10.7K	0.03%	156
2016 Q4	$129K	Sell	4,830 -465,856	-99%	-$12.6M	0.04%	145
2016 Q3	$13.1M	Buy	470,686 +52,518	+13%	+$1.46M	3.9%	6
2016 Q2	$11.7M	Buy	418,168 +68,872	+20%	+$1.9M	3.8%	5
2016 Q1	$9.65M	Buy	349,296 +338,686	+3,192%	+$9.27M	3.8%	3
2015 Q4	$284K	Sell	10,610 -450,796	-98%	-$12.2M	0.1%	76
2015 Q3	$12.6M	Buy	+461,406	New	+$12.4M	4.65%	2
2014 Q1	–	Sell	-10	Closed	–	–	519
2013 Q4	$0	Hold	10	–	–	﹤0.01%	528
2013 Q3	$0	Buy	+10	New	+$262	﹤0.01%	517

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 $570B AUM 27.57% 1-Year Est. Return

BWM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFS

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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 $530B AUM 22.01% 1-Year Est. Return

Apriem Advisors's SCHR Position: Q3 2018 in Review

Apriem Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2018, closing a stake of 3,480 shares — an estimated $91K sold.

Apriem Advisors first reported a position in SCHR in Q3 2013 and held it in 10 quarters. The position peaked at $13.1M in Q3 2016. 146 funds tracked by Wall St. Rank hold SCHR as of Q3 2018.

Apriem Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 3,480 Schwab Intermediately-Term US Treasury ETF shares in Q3 2018, an estimated $91K.
Apriem Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2013 and held it in 10 quarters.
Apriem Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $13.1M in Q3 2016.
146 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.