KFA
SCHR

Kabarec Financial Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Kabarec Financial Advisors’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 		$12K Sell
450
-400
-47% -$10.4K 0.01% 71
2018
Q1 		$22K Sell
850
-80
-9% -$2.1K 0.01% 62
2017
Q4 		$25K Buy
+930
New +$24.9K 0.02% 61

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

Kabarec Financial Advisors's SCHR Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 47% in Q2 2018, selling an estimated $10.4K and leaving 450 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #71.

Kabarec Financial Advisors first reported a position in SCHR in Q4 2017 and has held it in 3 quarters since. The position peaked at $25K in Q4 2017. 138 funds tracked by Wall St. Rank hold SCHR as of Q2 2018.

  • Kabarec Financial Advisors held 450 shares of Schwab Intermediately-Term US Treasury ETF worth $12K as of Q2 2018.
  • Kabarec Financial Advisors sold 400 Schwab Intermediately-Term US Treasury ETF shares in Q2 2018, an estimated $10.4K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Kabarec Financial Advisors's portfolio in Q2 2018, its #71 holding.
  • Kabarec Financial Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2017 and has held it in 3 quarters since.
  • Kabarec Financial Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $25K in Q4 2017.
  • 138 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.