LWM
SCHR

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

LBA 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
2015
Q3 		– Sell
-248
Closed -$7K – 371
2015
Q2 		$7K Sell
248
-140
-36% -$3.77K ﹤0.01% 262
2015
Q1 		$11K Buy
+388
New +$10.5K 0.01% 232

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
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
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

LBA Wealth Management's SCHR Position: Q3 2015 in Review

LBA Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2015, closing a stake of 248 shares — an estimated $7K sold.

LBA Wealth Management first reported a position in SCHR in Q1 2015 and held it in 2 quarters. The position peaked at $11K in Q1 2015. 55 funds tracked by Wall St. Rank hold SCHR as of Q3 2015.

  • LBA Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2015 after selling out during the quarter.
  • LBA Wealth Management sold 248 Schwab Intermediately-Term US Treasury ETF shares in Q3 2015, an estimated $7K.
  • LBA Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2015 and held it in 2 quarters.
  • LBA Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $11K in Q1 2015.
  • 55 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2015.

Based on LBA Wealth Management's 13F filing for Q3 2015, filed 3 Nov 2015.