Peak Asset Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Peak Asset 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
2017 Q4	–	Sell	-43,246	Closed	-$1.17M	–	142
2017 Q3	$1.17M	Sell	43,246 -10,868	-20%	-$294K	0.42%	49
2017 Q2	$1.46M	Sell	54,114 -6,454	-11%	-$174K	0.54%	42
2017 Q1	$1.62M	Sell	60,568 -600	-1%	-$16K	0.62%	36
2016 Q4	$1.63M	Buy	61,168 +80	+0.1%	+$2.17K	0.65%	38
2016 Q3	$1.7M	Buy	61,088 +16,008	+36%	+$445K	0.71%	35
2016 Q2	$1.26M	Buy	45,080 +18,908	+72%	+$522K	0.56%	46
2016 Q1	$723K	Buy	+26,172	New	+$716K	0.34%	56

Other funds holding SCHR

CSIA

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

BWM

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

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

MIH

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return

Peak Asset Management's SCHR Position: Q4 2017 in Review

Peak Asset Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2017, closing a stake of 43,246 shares — an estimated $1.17M sold.

Peak Asset Management first reported a position in SCHR in Q1 2016 and held it in 7 quarters. The position peaked at $1.7M in Q3 2016. 127 funds tracked by Wall St. Rank hold SCHR as of Q4 2017.

Peak Asset Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2017 after selling out during the quarter.
Peak Asset Management sold 43,246 Schwab Intermediately-Term US Treasury ETF shares in Q4 2017, an estimated $1.17M.
Peak Asset Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2016 and held it in 7 quarters.
Peak Asset Management's Schwab Intermediately-Term US Treasury ETF position peaked at $1.7M in Q3 2016.
127 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2017.

Based on Peak Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.