F
SCHR

FutureAdvisor’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

FutureAdvisor’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
Q1 		– Sell
-9,910
Closed -$263K – 64
2014
Q4 		$263K Buy
+9,910
New +$265K 0.09% 49

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
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

FutureAdvisor's SCHR Position: Q1 2015 in Review

FutureAdvisor sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2015, closing a stake of 9,910 shares — an estimated $263K sold.

FutureAdvisor first reported a position in SCHR in Q4 2014 and held it in 1 quarter. The position peaked at $263K in Q4 2014. 49 funds tracked by Wall St. Rank hold SCHR as of Q1 2015.

  • FutureAdvisor reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2015 after selling out during the quarter.
  • FutureAdvisor sold 9,910 Schwab Intermediately-Term US Treasury ETF shares in Q1 2015, an estimated $263K.
  • FutureAdvisor first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2014 and held it in 1 quarter.
  • FutureAdvisor's Schwab Intermediately-Term US Treasury ETF position peaked at $263K in Q4 2014.
  • 49 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2015.

Based on FutureAdvisor's 13F filing for Q1 2015, filed 15 May 2015.