WOC
SCHR

West Oak Capital’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

West Oak Capital’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
2016
Q4 		– Sell
-600
Closed -$16.7K – 371
2016
Q3 		$16.7K Hold
600
– – 0.01% 258
2016
Q2 		$16.8K Hold
600
– – 0.01% 237
2016
Q1 		$16.6K Hold
600
– – 0.01% 196
2015
Q4 		$16.1K Hold
600
– – 0.01% 197
2015
Q3 		$16.4K Sell
600
-200
-25% -$5.39K 0.01% 194
2015
Q2 		$21.4K Buy
+800
New +$21.6K 0.02% 179

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PTCG
Pring Turner Capital Group Alamo, California $166M AUM 22.06% 1-Year Est. Return

West Oak Capital's SCHR Position: Q4 2016 in Review

West Oak Capital sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2016, closing a stake of 600 shares — an estimated $16.7K sold.

West Oak Capital first reported a position in SCHR in Q2 2015 and held it in 6 quarters. The position peaked at $21.4K in Q2 2015. 84 funds tracked by Wall St. Rank hold SCHR as of Q4 2016.

  • West Oak Capital reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2016 after selling out during the quarter.
  • West Oak Capital sold 600 Schwab Intermediately-Term US Treasury ETF shares in Q4 2016, an estimated $16.7K.
  • West Oak Capital first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2015 and held it in 6 quarters.
  • West Oak Capital's Schwab Intermediately-Term US Treasury ETF position peaked at $21.4K in Q2 2015.
  • 84 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2016.

Based on West Oak Capital's 13F filing for Q4 2016, filed 4 Jan 2017.