BFIM
SCHR

Beese Fulmer Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Beese Fulmer Investment Management’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
2020
Q3 		– Sell
-2,380
Closed -$70K – 473
2020
Q2 		$70K Buy
+2,380
New +$69.8K 0.01% 288

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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beese Fulmer Investment Management's SCHR Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2020, closing a stake of 2,380 shares — an estimated $70K sold.

Beese Fulmer Investment Management first reported a position in SCHR in Q2 2020 and held it in 1 quarter. The position peaked at $70K in Q2 2020. 261 funds tracked by Wall St. Rank hold SCHR as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 2,380 Schwab Intermediately-Term US Treasury ETF shares in Q3 2020, an estimated $70K.
  • Beese Fulmer Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Schwab Intermediately-Term US Treasury ETF position peaked at $70K in Q2 2020.
  • 261 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.