PAI
SCHR

Pittenger & Anderson Inc’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Pittenger & Anderson Inc’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
Q3 		– Sell
-330
Closed -$9K – 394
2017
Q2 		$9K Hold
330
– – ﹤0.01% 336
2017
Q1 		$9K Sell
330
-200
-38% -$5.35K ﹤0.01% 316
2016
Q4 		$14K Sell
530
-110
-17% -$2.98K ﹤0.01% 322
2016
Q3 		$18K Hold
640
– – ﹤0.01% 312
2016
Q2 		$18K Sell
640
-30
-4% -$828 ﹤0.01% 305
2016
Q1 		$19K Sell
670
-950
-59% -$26K ﹤0.01% 334
2015
Q4 		$43K Sell
1,620
-900
-36% -$24.3K 0.01% 313
2015
Q3 		$69K Sell
2,520
-500
-17% -$13.5K 0.01% 293
2015
Q2 		$81K Buy
3,020
+720
+31% +$19.4K 0.01% 293
2015
Q1 		$63K Buy
2,300
+300
+15% +$8.12K 0.01% 302
2014
Q4 		$54K Buy
+2,000
New +$53.5K 0.01% 298

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
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Pittenger & Anderson Inc's SCHR Position: Q3 2017 in Review

Pittenger & Anderson Inc sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2017, closing a stake of 330 shares — an estimated $9K sold.

Pittenger & Anderson Inc first reported a position in SCHR in Q4 2014 and held it in 11 quarters. The position peaked at $81K in Q2 2015. 101 funds tracked by Wall St. Rank hold SCHR as of Q3 2017.

  • Pittenger & Anderson Inc reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2017 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 330 Schwab Intermediately-Term US Treasury ETF shares in Q3 2017, an estimated $9K.
  • Pittenger & Anderson Inc first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2014 and held it in 11 quarters.
  • Pittenger & Anderson Inc's Schwab Intermediately-Term US Treasury ETF position peaked at $81K in Q2 2015.
  • 101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2017.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2017, filed 13 Nov 2017.