Financial Architects (New Jersey)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Financial Architects (New Jersey)’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	-312	Closed	-$8K	–	1483
2018 Q1	$8K	Sell	312 -1,790	-85%	-$47K	﹤0.01%	1158
2017 Q4	$56K	Buy	+2,102	New	+$56.4K	0.01%	649
2015 Q3	–	Sell	-270	Closed	-$7K	–	774
2015 Q2	$7K	Sell	270 -38	-12%	-$1.02K	﹤0.01%	878
2015 Q1	$8K	Hold	308	–	–	﹤0.01%	776
2014 Q4	$8K	Hold	308	–	–	﹤0.01%	725
2014 Q3	$8K	Buy	308 +270	+711%	+$7.16K	﹤0.01%	661
2014 Q2	$1K	Buy	+38	New	+$1K	﹤0.01%	888
2013 Q4	–	Sell	-50	Closed	–	–	485
2013 Q3	$0	Buy	+50	New	+$1.31K	﹤0.01%	773

Other funds holding SCHR

CSIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

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

Financial Architects (New Jersey)'s SCHR Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2018, closing a stake of 312 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in SCHR in Q3 2013 and held it in 8 quarters. The position peaked at $56K in Q4 2017. 138 funds tracked by Wall St. Rank hold SCHR as of Q2 2018.

Financial Architects (New Jersey) reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 312 Schwab Intermediately-Term US Treasury ETF shares in Q2 2018, an estimated $8K.
Financial Architects (New Jersey) first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2013 and held it in 8 quarters.
Financial Architects (New Jersey)'s Schwab Intermediately-Term US Treasury ETF position peaked at $56K in Q4 2017.
138 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.