W
SCHR

Wealthfront’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Wealthfront’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
Q4 		– Sell
-2
Closed – – 905
2015
Q3 		$0 Buy
+2
New +$54 ﹤0.01% 1404

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KKAMG
Kernodle & Katon Asset Management Group Searcy, Arkansas $167M AUM 10.02% 1-Year Est. Return

Wealthfront's SCHR Position: Q4 2015 in Review

Wealthfront sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2015, closing a stake of 2 shares.

Wealthfront first reported a position in SCHR in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 65 funds tracked by Wall St. Rank hold SCHR as of Q4 2015.

  • Wealthfront reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 2 Schwab Intermediately-Term US Treasury ETF shares in Q4 2015.
  • Wealthfront first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2015 and held it in 1 quarter.
  • Wealthfront's Schwab Intermediately-Term US Treasury ETF position peaked at $0 in Q3 2015.
  • 65 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.