Peachtree Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Peachtree Investment 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
2015 Q3	–	Sell	-240	Closed	-$6K	–	222
2015 Q2	$6K	Hold	240	–	–	﹤0.01%	267
2015 Q1	$7K	Hold	240	–	–	0.01%	274
2014 Q4	$6K	Hold	240	–	–	﹤0.01%	311
2014 Q3	$6K	Buy	+240	New	+$6.36K	﹤0.01%	325

Other funds holding SCHR

CSIA

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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 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

Peachtree Investment Advisors's SCHR Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2015, closing a stake of 240 shares — an estimated $6K sold.

Peachtree Investment Advisors first reported a position in SCHR in Q3 2014 and held it in 4 quarters. The position peaked at $7K in Q1 2015. 55 funds tracked by Wall St. Rank hold SCHR as of Q3 2015.

Peachtree Investment Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 240 Schwab Intermediately-Term US Treasury ETF shares in Q3 2015, an estimated $6K.
Peachtree Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2014 and held it in 4 quarters.
Peachtree Investment Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $7K in Q1 2015.
55 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.