Piershale Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Piershale Financial 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
2019 Q1	–	Sell	-9,180	Closed	-$243K	–	29
2018 Q4	$243K	Buy	+9,180	New	+$238K	0.15%	16
2016 Q4	–	Sell	-624,666	Closed	-$17.4M	–	113
2016 Q3	$17.4M	Buy	+624,666	New	+$17.4M	13.19%	3
2015 Q3	–	Sell	-8,252	Closed	-$221K	–	158
2015 Q2	$221K	Buy	8,252 +8,240	+68,667%	+$222K	0.17%	16
2015 Q1	$0	Sell	12 -8,518	-100%	-$231K	﹤0.01%	167
2014 Q4	$229K	Buy	+8,530	New	+$228K	0.15%	27

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

BWM

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Piershale Financial Group's SCHR Position: Q1 2019 in Review

Piershale Financial Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2019, closing a stake of 9,180 shares — an estimated $243K sold.

Piershale Financial Group first reported a position in SCHR in Q4 2014 and held it in 5 quarters. The position peaked at $17.4M in Q3 2016. 186 funds tracked by Wall St. Rank hold SCHR as of Q1 2019.

Piershale Financial Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2019 after selling out during the quarter.
Piershale Financial Group sold 9,180 Schwab Intermediately-Term US Treasury ETF shares in Q1 2019, an estimated $243K.
Piershale Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2014 and held it in 5 quarters.
Piershale Financial Group's Schwab Intermediately-Term US Treasury ETF position peaked at $17.4M in Q3 2016.
186 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2019.

Based on Piershale Financial Group's 13F filing for Q1 2019, filed 18 Apr 2019.