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Rowland Carmichael Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Rowland Carmichael 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
2019
Q4 		– Sell
-1,584
Closed -$44K – 366
2019
Q3 		$44K Hold
1,584
– – 0.02% 307
2019
Q2 		$44K Buy
1,584
+150
+10% +$4.05K 0.02% 290
2019
Q1 		$39K Hold
1,434
– – 0.01% 287
2018
Q4 		$38K Sell
1,434
-4,428
-76% -$115K 0.02% 261
2018
Q3 		$152K Hold
5,862
– – 0.06% 281
2018
Q2 		$153K Sell
5,862
-1,300
-18% -$33.9K 0.06% 280
2018
Q1 		$188K Sell
7,162
-1,712
-19% -$45K 0.1% 242
2017
Q4 		$237K Buy
8,874
+2,094
+31% +$56.2K 0.12% 218
2017
Q3 		$183K Sell
6,780
-1,106
-14% -$29.9K 0.1% 234
2017
Q2 		$213K Sell
7,886
-740
-9% -$20K 0.12% 210
2017
Q1 		$231K Sell
8,626
-3,114
-27% -$83.2K 0.14% 196
2016
Q4 		$313K Sell
11,740
-1,798
-13% -$48.7K 0.18% 159
2016
Q3 		$376K Sell
13,538
-1,836
-12% -$51K 0.24% 128
2016
Q2 		$430K Buy
15,374
+9,290
+153% +$256K 0.27% 122
2016
Q1 		$168K Buy
+6,084
New +$166K 0.16% 137

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rowland Carmichael Advisors's SCHR Position: Q4 2019 in Review

Rowland Carmichael Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2019, closing a stake of 1,584 shares — an estimated $44K sold.

Rowland Carmichael Advisors first reported a position in SCHR in Q1 2016 and held it in 15 quarters. The position peaked at $430K in Q2 2016. 237 funds tracked by Wall St. Rank hold SCHR as of Q4 2019.

  • Rowland Carmichael Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2019 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 1,584 Schwab Intermediately-Term US Treasury ETF shares in Q4 2019, an estimated $44K.
  • Rowland Carmichael Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2016 and held it in 15 quarters.
  • Rowland Carmichael Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $430K in Q2 2016.
  • 237 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.