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

MinichMacGregor 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
2018 Q4	–	Sell	-278	Closed	-$7K	–	440
2018 Q3	$7K	Hold	278	–	–	﹤0.01%	358
2018 Q2	$7K	Hold	278	–	–	0.01%	351
2018 Q1	$7K	Hold	278	–	–	0.01%	350
2017 Q4	$7K	Hold	278	–	–	0.01%	342
2017 Q3	$7K	Hold	278	–	–	0.01%	325
2017 Q2	$7K	Hold	278	–	–	0.01%	322
2017 Q1	$7K	Hold	278	–	–	0.01%	322
2016 Q4	$7K	Sell	278 -130	-32%	-$3.52K	0.01%	316
2016 Q3	$11K	Hold	408	–	–	0.01%	254
2016 Q2	$11K	Hold	408	–	–	0.01%	248
2016 Q1	$11K	Sell	408 -270	-40%	-$7.39K	0.01%	238
2015 Q4	$18K	Buy	+678	New	+$18.3K	0.02%	172

Other funds holding SCHR

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

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

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

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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