Atwood & Palmer’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Atwood & Palmer’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 Q3	–	Sell	-3,128	Closed	-$84K	–	312
2017 Q2	$84K	Hold	3,128	–	–	0.01%	165
2017 Q1	$84K	Hold	3,128	–	–	0.01%	158
2016 Q4	$83K	Hold	3,128	–	–	0.01%	148
2016 Q3	$87K	Hold	3,128	–	–	0.02%	149
2016 Q2	$88K	Hold	3,128	–	–	0.02%	153
2016 Q1	$86K	Hold	3,128	–	–	0.02%	150
2015 Q4	$84K	Hold	3,128	–	–	0.02%	172
2015 Q3	$85K	Buy	+3,128	New	+$84.3K	0.02%	163

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

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

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 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

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Atwood & Palmer's SCHR Position: Q3 2017 in Review

Atwood & Palmer sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2017, closing a stake of 3,128 shares — an estimated $84K sold.

Atwood & Palmer first reported a position in SCHR in Q3 2015 and held it in 8 quarters. The position peaked at $88K in Q2 2016. 101 funds tracked by Wall St. Rank hold SCHR as of Q3 2017.

Atwood & Palmer reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2017 after selling out during the quarter.
Atwood & Palmer sold 3,128 Schwab Intermediately-Term US Treasury ETF shares in Q3 2017, an estimated $84K.
Atwood & Palmer first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2015 and held it in 8 quarters.
Atwood & Palmer's Schwab Intermediately-Term US Treasury ETF position peaked at $88K in Q2 2016.
101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2017.

Based on Atwood & Palmer's 13F filing for Q3 2017, filed 16 Oct 2017.