DIS
SCHR

Diversified Investment Strategies’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Diversified Investment 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
2017
Q3 		– Sell
-11,350
Closed -$306K – 46
2017
Q2 		$306K Buy
11,350
+600
+6% +$16.2K 0.29% 34
2017
Q1 		$288K Buy
+10,750
New +$287K 0.29% 35

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Diversified Investment Strategies's SCHR Position: Q3 2017 in Review

Diversified Investment Strategies sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2017, closing a stake of 11,350 shares — an estimated $306K sold.

Diversified Investment Strategies first reported a position in SCHR in Q1 2017 and held it in 2 quarters. The position peaked at $306K in Q2 2017. 101 funds tracked by Wall St. Rank hold SCHR as of Q3 2017.

  • Diversified Investment Strategies reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2017 after selling out during the quarter.
  • Diversified Investment Strategies sold 11,350 Schwab Intermediately-Term US Treasury ETF shares in Q3 2017, an estimated $306K.
  • Diversified Investment Strategies first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2017 and held it in 2 quarters.
  • Diversified Investment Strategies's Schwab Intermediately-Term US Treasury ETF position peaked at $306K in Q2 2017.
  • 101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2017.

Based on Diversified Investment Strategies's 13F filing for Q3 2017, filed 14 Nov 2017.