MWPCG
SCHR

Measured Wealth Private Client Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-288
Closed -$7K – 582
2018
Q3 		$7K Buy
+288
New +$7.5K ﹤0.01% 660

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
MBT
Monroe Bank & Trust Monroe, Michigan $299M AUM 8.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Measured Wealth Private Client Group's SCHR Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2018, closing a stake of 288 shares — an estimated $7K sold.

Measured Wealth Private Client Group first reported a position in SCHR in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 170 funds tracked by Wall St. Rank hold SCHR as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 288 Schwab Intermediately-Term US Treasury ETF shares in Q4 2018, an estimated $7K.
  • Measured Wealth Private Client Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Schwab Intermediately-Term US Treasury ETF position peaked at $7K in Q3 2018.
  • 170 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.