Meeder Asset Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Meeder Asset Management’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 Q2	–	Sell	-1,680	Closed	-$45K	–	2392
2022 Q1	$45K	Hold	1,680	–	–	﹤0.01%	998
2021 Q4	$47K	Hold	1,680	–	–	﹤0.01%	500
2021 Q3	$48K	Hold	1,680	–	–	﹤0.01%	1109
2021 Q2	$48K	Hold	1,680	–	–	﹤0.01%	1143
2021 Q1	$47K	Hold	1,680	–	–	﹤0.01%	1131
2020 Q4	$49K	Buy	1,680 +1,504	+855%	+$43.8K	0.01%	580
2020 Q3	$5K	Hold	176	–	–	﹤0.01%	1589
2020 Q2	$5K	Buy	176 +172	+4,300%	+$5.04K	﹤0.01%	1534
2020 Q1	$0	Buy	+4	New	+$113	﹤0.01%	2504

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Meeder Asset Management's SCHR Position: Q2 2022 in Review

Meeder Asset Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2022, closing a stake of 1,680 shares — an estimated $45K sold.

Meeder Asset Management first reported a position in SCHR in Q1 2020 and held it in 9 quarters. The position peaked at $49K in Q4 2020. 320 funds tracked by Wall St. Rank hold SCHR as of Q2 2022.

Meeder Asset Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2022 after selling out during the quarter.
Meeder Asset Management sold 1,680 Schwab Intermediately-Term US Treasury ETF shares in Q2 2022, an estimated $45K.
Meeder Asset Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and held it in 9 quarters.
Meeder Asset Management's Schwab Intermediately-Term US Treasury ETF position peaked at $49K in Q4 2020.
320 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2022.

Based on Meeder Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.