JFA
SCHR

JNBA Financial Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

JNBA Financial Advisors’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
2023
Q1 		– Sell
-30
Closed -$738 – 732
2022
Q4 		$738 Hold
30
– – ﹤0.01% 626
2022
Q3 		$1K Hold
30
– – ﹤0.01% 660
2022
Q2 		$1K Hold
30
– – ﹤0.01% 695
2022
Q1 		$1K Hold
30
– – ﹤0.01% 686
2021
Q4 		$1K Buy
+30
New +$844 ﹤0.01% 801
2018
Q3 		– Sell
-282
Closed -$7K – 667
2018
Q2 		$7K Buy
+282
New +$7.34K ﹤0.01% 433
2016
Q4 		– Sell
-220
Closed -$6K – 1185
2016
Q3 		$6K Buy
+220
New +$6.12K ﹤0.01% 1187

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
State Street
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return