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

CSIA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

BWM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

YAL

Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return

Bedel Financial Consulting's SCHR Position: Q4 2021 in Review

Bedel Financial Consulting sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2021, closing a stake of 152 shares — an estimated $4K sold.

Bedel Financial Consulting first reported a position in SCHR in Q2 2018 and held it in 12 quarters. The position peaked at $11K in Q2 2018. 313 funds tracked by Wall St. Rank hold SCHR as of Q4 2021.

Bedel Financial Consulting reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
Bedel Financial Consulting sold 152 Schwab Intermediately-Term US Treasury ETF shares in Q4 2021, an estimated $4K.
Bedel Financial Consulting first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2018 and held it in 12 quarters.
Bedel Financial Consulting's Schwab Intermediately-Term US Treasury ETF position peaked at $11K in Q2 2018.
313 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.