CIAS
SCHR

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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return