Center for Financial Planning’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Center for Financial Planning’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	–	Sell	-187	Closed	-$4.65K	–	708
2025 Q1	$4.65K	Buy	+187	New	+$4.58K	﹤0.01%	536
2023 Q3	–	Sell	-4	Closed	-$99	–	568
2023 Q2	$99	Hold	4	–	–	﹤0.01%	561
2023 Q1	$101	Hold	4	–	–	﹤0.01%	524
2022 Q4	$98	Hold	4	–	–	﹤0.01%	532
2022 Q3	$0	Hold	4	–	–	﹤0.01%	681
2022 Q2	$0	Sell	4 -2,600	-100%	-$67.2K	﹤0.01%	561
2022 Q1	$69K	Buy	2,604 +4	+0.2%	+$109	0.01%	204
2021 Q4	$73K	Hold	2,600	–	–	0.01%	198
2021 Q3	$74K	Sell	2,600 -102	-4%	-$2.92K	0.02%	182
2021 Q2	$77K	Buy	2,702 +102	+4%	+$2.9K	0.02%	180
2021 Q1	$73K	Hold	2,600	–	–	0.02%	181
2020 Q4	$76K	Hold	2,600	–	–	0.02%	169
2020 Q3	$76K	Hold	2,600	–	–	0.02%	160
2020 Q2	$76K	Sell	2,600 -94	-3%	-$2.76K	0.03%	158
2020 Q1	$79K	Buy	2,694 +94	+4%	+$2.66K	0.03%	145
2019 Q4	$71K	Buy	+2,600	New	+$71.8K	0.02%	161

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

Center for Financial Planning's SCHR Position: Q2 2025 in Review

Center for Financial Planning sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 187 shares — an estimated $4.65K sold.

Center for Financial Planning first reported a position in SCHR in Q4 2019 and held it in 16 quarters. The position peaked at $79K in Q1 2020. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

Center for Financial Planning reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 187 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $4.65K.
Center for Financial Planning first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and held it in 16 quarters.
Center for Financial Planning's Schwab Intermediately-Term US Treasury ETF position peaked at $79K in Q1 2020.
462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.