AFWM
SCHR

Abich Financial Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Abich Financial Wealth 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
2025
Q3 		$4.67K Buy
+186
New +$4.65K ﹤0.01% 516
2024
Q3 		– Sell
-36
Closed -$878 – 768
2024
Q2 		$878 Hold
36
– – ﹤0.01% 636
2024
Q1 		$883 Hold
36
– – ﹤0.01% 407
2023
Q4 		$895 Buy
+36
New +$870 ﹤0.01% 376

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Abich Financial Wealth Management's SCHR Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025: 186 shares worth $4.67K. The stake represents ﹤0.01% of the portfolio and ranks #516 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SCHR as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in SCHR in Q4 2023 and has held it in 4 quarters since. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

  • Abich Financial Wealth Management held 186 shares of Schwab Intermediately-Term US Treasury ETF worth $4.67K as of Q3 2025.
  • Schwab Intermediately-Term US Treasury ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #516 holding.
  • Abich Financial Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 4 quarters since.
  • 473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.