FMII
SCHR

Farmers & Merchants Investments Inc’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Farmers & Merchants Investments Inc’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
-282
Closed -$8K – 1017
2021
Q4 		$8K Buy
+282
New +$7.94K ﹤0.01% 823

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Stifel Financial
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MAM
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State Street
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MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
BWM
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Farmers & Merchants Investments Inc's SCHR Position: Q1 2022 in Review

Farmers & Merchants Investments Inc sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2022, closing a stake of 282 shares — an estimated $8K sold.

Farmers & Merchants Investments Inc first reported a position in SCHR in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 318 funds tracked by Wall St. Rank hold SCHR as of Q1 2022.

  • Farmers & Merchants Investments Inc reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 282 Schwab Intermediately-Term US Treasury ETF shares in Q1 2022, an estimated $8K.
  • Farmers & Merchants Investments Inc first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's Schwab Intermediately-Term US Treasury ETF position peaked at $8K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2022.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2022, filed 19 Apr 2022.