Bedel Financial Consulting’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bedel Financial Consulting’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
2021 Q4	–	Sell	-152	Closed	-$4K	–	1069
2021 Q3	$4K	Sell	152 -200	-57%	-$5.72K	﹤0.01%	818
2021 Q2	$10K	Hold	352	–	–	﹤0.01%	675
2021 Q1	$10K	Buy	352 +32	+10%	+$918	﹤0.01%	642
2020 Q4	$9K	Buy	320 +2	+0.6%	+$58	﹤0.01%	573
2020 Q3	$9K	Hold	318	–	–	﹤0.01%	535
2020 Q2	$9K	Buy	318 +60	+23%	+$1.76K	﹤0.01%	509
2020 Q1	$8K	Hold	258	–	–	0.01%	512
2019 Q4	$7K	Buy	258 +2	+0.8%	+$55	﹤0.01%	549
2019 Q3	$7K	Buy	256 +2	+0.8%	+$55	﹤0.01%	533
2019 Q2	$7K	Buy	254 +2	+0.8%	+$54	﹤0.01%	531
2019 Q1	$7K	Buy	+252	New	+$6.69K	﹤0.01%	535
2018 Q3	–	Sell	-406	Closed	-$11K	–	712
2018 Q2	$11K	Buy	+406	New	+$10.6K	0.01%	468

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

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

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

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

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return