Chevy Chase Trust
SCHR

Chevy Chase Trust’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Chevy Chase Trust’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
2016
Q2 		– Sell
-9,218
Closed -$255K – 665
2016
Q1 		$255K Buy
+9,218
New +$252K ﹤0.01% 612

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
PTCG
Pring Turner Capital Group Alamo, California $166M AUM 22.06% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Chevy Chase Trust's SCHR Position: Q2 2016 in Review

Chevy Chase Trust sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2016, closing a stake of 9,218 shares — an estimated $255K sold.

Chevy Chase Trust first reported a position in SCHR in Q1 2016 and held it in 1 quarter. The position peaked at $255K in Q1 2016. 79 funds tracked by Wall St. Rank hold SCHR as of Q2 2016.

  • Chevy Chase Trust reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2016 after selling out during the quarter.
  • Chevy Chase Trust sold 9,218 Schwab Intermediately-Term US Treasury ETF shares in Q2 2016, an estimated $255K.
  • Chevy Chase Trust first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2016 and held it in 1 quarter.
  • Chevy Chase Trust's Schwab Intermediately-Term US Treasury ETF position peaked at $255K in Q1 2016.
  • 79 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2016.

Based on Chevy Chase Trust's 13F filing for Q2 2016, filed 8 Jul 2016.