HI
SCHR

Human Investing’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Human Investing’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
Q4 		– Sell
-472
Closed -$14K – 325
2020
Q3 		$14K Sell
472
-134
-22% -$3.93K ﹤0.01% 213
2020
Q2 		$18K Sell
606
-2,564
-81% -$75.2K 0.01% 194
2020
Q1 		$93K Sell
3,170
-15,078
-83% -$426K 0.04% 117
2019
Q4 		$501K Buy
18,248
+3,404
+23% +$94.1K 0.16% 87
2019
Q3 		$412K Buy
14,844
+898
+6% +$24.8K 0.15% 88
2019
Q2 		$383K Sell
13,946
-16,632
-54% -$449K 0.14% 91
2019
Q1 		$822K Buy
30,578
+1,148
+4% +$30.5K 0.31% 83
2018
Q4 		$779K Buy
+29,430
New +$764K 0.32% 84

Other funds holding SCHR

JP Morgan Chase
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return