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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BWM

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

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

MIM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JNBA Financial Advisors's SCHR Position: Q1 2023 in Review

JNBA Financial Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2023, closing a stake of 30 shares — an estimated $738 sold.

JNBA Financial Advisors first reported a position in SCHR in Q3 2016 and held it in 7 quarters. The position peaked at $7K in Q2 2018. 368 funds tracked by Wall St. Rank hold SCHR as of Q1 2023.

JNBA Financial Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
JNBA Financial Advisors sold 30 Schwab Intermediately-Term US Treasury ETF shares in Q1 2023, an estimated $738.
JNBA Financial Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2016 and held it in 7 quarters.
JNBA Financial Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $7K in Q2 2018.
368 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2023.

Based on JNBA Financial Advisors's 13F filing for Q1 2023, filed 2 May 2023.