Wolverine Trading

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

Wolverine Trading’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 Q2	–	Sell	-78,892	Closed	-$2.12M	–	5035
2019 Q1	$2.12M	Buy	78,892 +39,262	+99%	+$1.04M	0.01%	1492
2018 Q4	$1.05M	Sell	39,630 -56,724	-59%	-$1.47M	﹤0.01%	1924
2018 Q3	$2.5M	Buy	96,354 +45,354	+89%	+$1.18M	0.01%	1470
2018 Q2	$1.34M	Hold	51,000	–	–	﹤0.01%	1954
2018 Q1	$1.34M	Buy	51,000 +17,592	+53%	+$462K	﹤0.01%	1954
2017 Q4	$891K	Sell	33,408 -25,170	-43%	-$675K	﹤0.01%	2352
2017 Q3	$1.58M	Buy	+58,578	New	+$1.59M	0.01%	1505
2017 Q2	–	Sell	-10,792	Closed	-$289K	–	4882
2017 Q1	$289K	Buy	+10,792	New	+$288K	﹤0.01%	3070

Other funds holding SCHR

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 $570B AUM 27.57% 1-Year Est. Return

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Stifel Financial

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

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

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

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

American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return