Bond & Devick Financial Network’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bond & Devick Financial Network’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 Q1	–	Sell	-9,042	Closed	-$254K	–	115
2021 Q4	$254K	Buy	9,042 +274	+3%	+$7.71K	0.19%	95
2021 Q3	$249K	Hold	8,768	–	–	0.21%	96
2021 Q2	$249K	Hold	8,768	–	–	0.21%	93
2021 Q1	$247K	Hold	8,768	–	–	0.23%	87
2020 Q4	$255K	Buy	+8,768	New	+$255K	0.29%	82

Other funds holding SCHR

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

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

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

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

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

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

BerganKDV Wealth Management Bloomington, Minnesota $1000M AUM 9.95% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Bond & Devick Financial Network's SCHR Position: Q1 2022 in Review

Bond & Devick Financial Network sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2022, closing a stake of 9,042 shares — an estimated $254K sold.

Bond & Devick Financial Network first reported a position in SCHR in Q4 2020 and held it in 5 quarters. The position peaked at $255K in Q4 2020. 317 funds tracked by Wall St. Rank hold SCHR as of Q1 2022.

Bond & Devick Financial Network reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
Bond & Devick Financial Network sold 9,042 Schwab Intermediately-Term US Treasury ETF shares in Q1 2022, an estimated $254K.
Bond & Devick Financial Network first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and held it in 5 quarters.
Bond & Devick Financial Network's Schwab Intermediately-Term US Treasury ETF position peaked at $255K in Q4 2020.
317 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2022.

Based on Bond & Devick Financial Network's 13F filing for Q1 2022, filed 26 Apr 2022.