AIA
SCHR

Armor Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Armor Investment Advisors’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
Q1 		– Sell
-10
Closed -$243 – 164
2024
Q4 		$243 Buy
+10
New +$246 ﹤0.01% 157

Other funds holding SCHR

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Royal Bank of Canada
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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
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Armor Investment Advisors's SCHR Position: Q1 2025 in Review

Armor Investment Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2025, closing a stake of 10 shares — an estimated $243 sold.

Armor Investment Advisors first reported a position in SCHR in Q4 2024 and held it in 1 quarter. The position peaked at $243 in Q4 2024. 441 funds tracked by Wall St. Rank hold SCHR as of Q1 2025.

  • Armor Investment Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Armor Investment Advisors sold 10 Schwab Intermediately-Term US Treasury ETF shares in Q1 2025, an estimated $243.
  • Armor Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Armor Investment Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $243 in Q4 2024.
  • 441 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2025.

Based on Armor Investment Advisors's 13F filing for Q1 2025, filed 2 May 2025.