EWM
SCHR

Evercore Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Evercore Wealth Management’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
Q1 		– Sell
-96
Closed -$3K – 1003
2015
Q4 		$3K Buy
+96
New +$2.59K ﹤0.01% 966

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 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
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Evercore Wealth Management's SCHR Position: Q1 2016 in Review

Evercore Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2016, closing a stake of 96 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in SCHR in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 78 funds tracked by Wall St. Rank hold SCHR as of Q1 2016.

  • Evercore Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 96 Schwab Intermediately-Term US Treasury ETF shares in Q1 2016, an estimated $3K.
  • Evercore Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $3K in Q4 2015.
  • 78 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.