Enterprise Financial Services Corp (EFSC)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Enterprise Financial Services Corp (EFSC)’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	-4	Closed	–	–	339
2021 Q4	$0	Hold	4	–	–	﹤0.01%	444
2021 Q3	$0	Hold	4	–	–	﹤0.01%	1057
2021 Q2	$0	Hold	4	–	–	﹤0.01%	1385
2021 Q1	$0	Hold	4	–	–	﹤0.01%	1404
2020 Q4	$0	Hold	4	–	–	﹤0.01%	1349
2020 Q3	$0	Hold	4	–	–	﹤0.01%	1303
2020 Q2	$0	Hold	4	–	–	﹤0.01%	1350
2020 Q1	$0	Sell	4 -152	-97%	-$4.29K	﹤0.01%	1342
2019 Q4	$4K	Hold	156	–	–	﹤0.01%	907
2019 Q3	$4K	Hold	156	–	–	﹤0.01%	893
2019 Q2	$4K	Hold	156	–	–	﹤0.01%	938
2019 Q1	$4K	Buy	+156	New	+$4.14K	﹤0.01%	953

Other funds holding SCHR

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

MAM

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

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

MIM

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

BWM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC)'s SCHR Position: Q1 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2022, closing a stake of 4 shares.

Enterprise Financial Services Corp (EFSC) first reported a position in SCHR in Q1 2019 and held it in 12 quarters. The position peaked at $4K in Q4 2019. 318 funds tracked by Wall St. Rank hold SCHR as of Q1 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 4 Schwab Intermediately-Term US Treasury ETF shares in Q1 2022.
Enterprise Financial Services Corp (EFSC) first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2019 and held it in 12 quarters.
Enterprise Financial Services Corp (EFSC)'s Schwab Intermediately-Term US Treasury ETF position peaked at $4K in Q4 2019.
318 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2022, filed 16 May 2022.