Trust Company of Vermont’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Trust Company of Vermont’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 Q1	–	Sell	-100	Closed	-$3K	–	659
2021 Q4	$3K	Buy	+100	New	+$2.81K	﹤0.01%	756
2021 Q3	–	Sell	-96	Closed	-$3K	–	634
2021 Q2	$3K	Hold	96	–	–	﹤0.01%	730
2021 Q1	$3K	Sell	96 -242	-72%	-$6.94K	﹤0.01%	708
2020 Q4	$10K	Buy	338 +76	+29%	+$2.21K	﹤0.01%	630
2020 Q3	$8K	Buy	262 +68	+35%	+$2K	﹤0.01%	632
2020 Q2	$6K	Sell	194 -344	-64%	-$10.1K	﹤0.01%	676
2020 Q1	$16K	Buy	538 +344	+177%	+$9.72K	﹤0.01%	598
2019 Q4	$5K	Hold	194	–	–	﹤0.01%	789
2019 Q3	$5K	Hold	194	–	–	﹤0.01%	832
2019 Q2	$5K	Sell	194 -86	-31%	-$2.32K	﹤0.01%	849
2019 Q1	$8K	Hold	280	–	–	﹤0.01%	748
2018 Q4	$7K	Hold	280	–	–	﹤0.01%	787
2018 Q3	$7K	Buy	+280	New	+$7.29K	﹤0.01%	875

Other funds holding SCHR

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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 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

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

Trust Company of Vermont's SCHR Position: Q1 2022 in Review

Trust Company of Vermont sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2022, closing a stake of 100 shares — an estimated $3K sold.

Trust Company of Vermont first reported a position in SCHR in Q3 2018 and held it in 13 quarters. The position peaked at $16K in Q1 2020. 318 funds tracked by Wall St. Rank hold SCHR as of Q1 2022.

Trust Company of Vermont reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
Trust Company of Vermont sold 100 Schwab Intermediately-Term US Treasury ETF shares in Q1 2022, an estimated $3K.
Trust Company of Vermont first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2018 and held it in 13 quarters.
Trust Company of Vermont's Schwab Intermediately-Term US Treasury ETF position peaked at $16K in Q1 2020.
318 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2022.

Based on Trust Company of Vermont's 13F filing for Q1 2022, filed 5 Apr 2022.