American National Bank & Trust’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

American National Bank & Trust’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
2022 Q4	–	Sell	-18	Closed	-$1K	–	681
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	587
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	431
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	424
2021 Q4	$1K	Buy	+18	New	+$507	﹤0.01%	339

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BWM

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

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

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

American National Bank & Trust's SCHR Position: Q4 2022 in Review

American National Bank & Trust sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2022, closing a stake of 18 shares — an estimated $1K sold.

American National Bank & Trust first reported a position in SCHR in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 357 funds tracked by Wall St. Rank hold SCHR as of Q4 2022.

American National Bank & Trust reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
American National Bank & Trust sold 18 Schwab Intermediately-Term US Treasury ETF shares in Q4 2022, an estimated $1K.
American National Bank & Trust first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and held it in 4 quarters.
American National Bank & Trust's Schwab Intermediately-Term US Treasury ETF position peaked at $1K in Q3 2022.
357 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2022.

Based on American National Bank & Trust's 13F filing for Q4 2022, filed 10 Jan 2023.