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

CFS Investment 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	-8,312	Closed	-$210K	–	352
2025 Q3	$210K	Hold	8,312	–	–	0.02%	332
2025 Q2	$208K	Sell	8,312 -442	-5%	-$11K	0.02%	316
2025 Q1	$218K	Buy	8,754 +329	+4%	+$8.05K	0.02%	296
2024 Q4	$205K	Sell	8,425 -1,993	-19%	-$49K	0.02%	290
2024 Q3	$264K	Hold	10,418	–	–	0.02%	265
2024 Q2	$254K	Buy	+10,418	New	+$252K	0.02%	236
2023 Q3	–	Sell	-8,708	Closed	-$215K	–	234
2023 Q2	$215K	Buy	+8,708	New	+$218K	0.03%	230

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFS Investment Advisory Services's SCHR Position: Q4 2025 in Review

CFS Investment Advisory Services sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 8,312 shares — an estimated $210K sold.

CFS Investment Advisory Services first reported a position in SCHR in Q2 2023 and held it in 7 quarters. The position peaked at $264K in Q3 2024. 484 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

CFS Investment Advisory Services reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
CFS Investment Advisory Services sold 8,312 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $210K.
CFS Investment Advisory Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and held it in 7 quarters.
CFS Investment Advisory Services's Schwab Intermediately-Term US Treasury ETF position peaked at $264K in Q3 2024.
484 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on CFS Investment Advisory Services's 13F filing for Q4 2025, filed 10 Feb 2026.