Armbruster Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Armbruster Capital 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
2017 Q1	–	Sell	-180	Closed	-$5K	–	286
2016 Q4	$5K	Hold	180	–	–	﹤0.01%	245
2016 Q3	$5K	Buy	+180	New	+$5K	﹤0.01%	241

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

PTCG

Pring Turner Capital Group Alamo, California $166M AUM 22.06% 1-Year Est. Return

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

Armbruster Capital Management's SCHR Position: Q1 2017 in Review

Armbruster Capital Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2017, closing a stake of 180 shares — an estimated $5K sold.

Armbruster Capital Management first reported a position in SCHR in Q3 2016 and held it in 2 quarters. The position peaked at $5K in Q4 2016. 97 funds tracked by Wall St. Rank hold SCHR as of Q1 2017.

Armbruster Capital Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2017 after selling out during the quarter.
Armbruster Capital Management sold 180 Schwab Intermediately-Term US Treasury ETF shares in Q1 2017, an estimated $5K.
Armbruster Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2016 and held it in 2 quarters.
Armbruster Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $5K in Q4 2016.
97 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2017.

Based on Armbruster Capital Management's 13F filing for Q1 2017, filed 8 May 2017.