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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BWM

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

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MinichMacGregor Wealth Management's SCHR Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2018, closing a stake of 278 shares — an estimated $7K sold.

MinichMacGregor Wealth Management first reported a position in SCHR in Q4 2015 and held it in 12 quarters. The position peaked at $18K in Q4 2015. 170 funds tracked by Wall St. Rank hold SCHR as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 278 Schwab Intermediately-Term US Treasury ETF shares in Q4 2018, an estimated $7K.
MinichMacGregor Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $18K in Q4 2015.
170 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.