AAS
SCHR

Ameritas Advisory Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Ameritas Advisory 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
2025
Q4 		– Sell
-500
Closed -$12.6K – 1908
2025
Q3 		$12.6K Buy
500
+382
+324% +$9.54K ﹤0.01% 1583
2025
Q2 		$2.95K Buy
+118
New +$2.92K ﹤0.01% 2397

Other funds holding SCHR

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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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameritas Advisory Services's SCHR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 500 shares — an estimated $12.6K sold.

Ameritas Advisory Services first reported a position in SCHR in Q2 2025 and held it in 2 quarters. The position peaked at $12.6K in Q3 2025. 483 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 500 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $12.6K.
  • Ameritas Advisory Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's Schwab Intermediately-Term US Treasury ETF position peaked at $12.6K in Q3 2025.
  • 483 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.