Crosspoint Capital Strategies’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Crosspoint Capital Strategies’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
2015 Q4	–	Sell	-650	Closed	-$18K	–	1167
2015 Q3	$18K	Hold	650	–	–	0.02%	358
2015 Q2	$17K	Sell	650 -300	-32%	-$8.09K	﹤0.01%	441
2015 Q1	$26K	Buy	+950	New	+$25.7K	0.01%	305

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

FWM

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

QCMNJ

Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

KKAMG

Kernodle & Katon Asset Management Group Searcy, Arkansas $167M AUM 10.02% 1-Year Est. Return

Crosspoint Capital Strategies's SCHR Position: Q4 2015 in Review

Crosspoint Capital Strategies sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2015, closing a stake of 650 shares — an estimated $18K sold.

Crosspoint Capital Strategies first reported a position in SCHR in Q1 2015 and held it in 3 quarters. The position peaked at $26K in Q1 2015. 65 funds tracked by Wall St. Rank hold SCHR as of Q4 2015.

Crosspoint Capital Strategies reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2015 after selling out during the quarter.
Crosspoint Capital Strategies sold 650 Schwab Intermediately-Term US Treasury ETF shares in Q4 2015, an estimated $18K.
Crosspoint Capital Strategies first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2015 and held it in 3 quarters.
Crosspoint Capital Strategies's Schwab Intermediately-Term US Treasury ETF position peaked at $26K in Q1 2015.
65 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2015.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2015, filed 16 Feb 2016.