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

Avantax 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 Q2	$804K	Buy	32,128 +1,611	+5%	+$39.9K	﹤0.01%	1300
2025 Q1	$759K	Sell	30,517 -649	-2%	-$15.9K	﹤0.01%	1241
2024 Q4	$757K	Buy	31,166 +4,050	+15%	+$99.7K	﹤0.01%	1191
2024 Q3	$686K	Buy	27,116 +76	+0.3%	+$1.9K	﹤0.01%	1222
2024 Q2	$659K	Buy	27,040 +3,760	+16%	+$91K	﹤0.01%	1198
2024 Q1	$571K	Buy	23,280 +8,348	+56%	+$205K	0.01%	974
2023 Q4	$371K	Buy	+14,932	New	+$361K	﹤0.01%	1127

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Avantax Advisory Services's SCHR Position: Q2 2025 in Review

Avantax Advisory Services increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 5.3% in Q2 2025, buying an estimated $39.9K and bringing the position to 32,128 shares worth $804K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Avantax Advisory Services first reported a position in SCHR in Q4 2023 and has held it in 7 quarters since. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

Avantax Advisory Services held 32,128 shares of Schwab Intermediately-Term US Treasury ETF worth $804K as of Q2 2025.
Avantax Advisory Services bought 1,611 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $39.9K.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1300 holding.
Avantax Advisory Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 7 quarters since.
462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.