SFS
SCHR

Sowell Financial Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Sowell Financial Services’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
2021
Q3 		– Sell
-44,404
Closed -$1.26M – 547
2021
Q2 		$1.26M Sell
44,404
-12
-0% -$341 0.08% 266
2021
Q1 		$1.26M Buy
44,416
+1,198
+3% +$34.4K 0.04% 352
2020
Q4 		$1.26M Sell
43,218
-690
-2% -$20.1K 0.05% 281
2020
Q3 		$1.29M Buy
43,908
+34
+0.1% +$998 0.06% 245
2020
Q2 		$1.29M Buy
43,874
+984
+2% +$28.9K 0.07% 231
2020
Q1 		$1.26M Sell
42,890
-6,798
-14% -$192K 0.09% 219
2019
Q4 		$1.36M Buy
49,688
+146
+0.3% +$4.04K 0.1% 204
2019
Q3 		$1.38M Buy
+49,542
New +$1.37M 0.11% 188
2019
Q1 		$791K Buy
29,432
+774
+3% +$20.5K 0.09% 244
2018
Q4 		$759K Buy
+28,658
New +$744K 0.11% 203

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Royal Bank of Canada
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Stifel Financial
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State Street
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BWM
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $230M AUM 8.89% 1-Year Est. Return