ATS
SCHR

Ashton Thomas Securities’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Ashton Thomas Securities’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
2026
Q1 		$138K Sell
5,543
-91
-2% -$2.28K 0.02% 367
2025
Q4 		$141K Buy
5,634
+468
+9% +$11.8K 0.03% 263
2025
Q3 		$130K Sell
5,166
-2,522
-33% -$63K 0.02% 328
2025
Q2 		$192K Sell
7,688
-2,635
-26% -$65.3K 0.05% 241
2025
Q1 		$257K Sell
10,323
-254
-2% -$6.22K 0.07% 200
2024
Q4 		$257K Buy
10,577
+137
+1% +$3.37K 0.07% 198
2024
Q3 		$264K Sell
10,440
-66
-0.6% -$1.65K 0.05% 237
2024
Q2 		$257K Buy
+10,506
New +$254K 0.06% 205

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return