DSN
SCHR

D. Scott Neal’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

D. Scott Neal’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
Q2 		– Sell
-4
Closed – – 146
2018
Q1 		$0 Hold
4
– – ﹤0.01% 178
2017
Q4 		$0 Hold
4
– – ﹤0.01% 184
2017
Q3 		$0 Hold
4
– – ﹤0.01% 192
2017
Q2 		$0 Hold
4
– – ﹤0.01% 185
2017
Q1 		$0 Hold
4
– – ﹤0.01% 170
2016
Q4 		$0 Hold
4
– – ﹤0.01% 181
2016
Q3 		$0 Sell
4
-21,316
-100% -$593K ﹤0.01% 192
2016
Q2 		$597K Sell
21,320
-1,096
-5% -$30.2K 0.53% 17
2016
Q1 		$619K Sell
22,416
-1,032
-4% -$28.2K 0.58% 14
2015
Q4 		$628K Sell
23,448
-2,558
-10% -$69K 0.5% 16
2015
Q3 		$709K Sell
26,006
-22,184
-46% -$598K 0.6% 15
2015
Q2 		$1.29M Buy
48,190
+4,834
+11% +$130K 0.89% 16
2015
Q1 		$1.18M Sell
43,356
-1,132
-3% -$30.6K 0.84% 14
2014
Q4 		$1.19M Sell
44,488
-1,578
-3% -$42.2K 0.84% 13
2014
Q3 		$1.22M Sell
46,066
-846
-2% -$22.4K 0.97% 13
2014
Q2 		$1.25M Buy
46,912
+5,500
+13% +$145K 0.98% 14
2014
Q1 		$1.09M Buy
41,412
+10,120
+32% +$266K 0.91% 19
2013
Q4 		$815K Buy
+31,292
New +$825K 0.73% 17

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

D. Scott Neal's SCHR Position: Q2 2018 in Review

D. Scott Neal sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2018, closing a stake of 4 shares.

D. Scott Neal first reported a position in SCHR in Q4 2013 and held it in 18 quarters. The position peaked at $1.29M in Q2 2015. 138 funds tracked by Wall St. Rank hold SCHR as of Q2 2018.

  • D. Scott Neal reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2018 after selling out during the quarter.
  • D. Scott Neal sold 4 Schwab Intermediately-Term US Treasury ETF shares in Q2 2018.
  • D. Scott Neal first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2013 and held it in 18 quarters.
  • D. Scott Neal's Schwab Intermediately-Term US Treasury ETF position peaked at $1.29M in Q2 2015.
  • 138 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2018.

Based on D. Scott Neal's 13F filing for Q2 2018, filed 15 Aug 2018.