CKAIS
SCHR

Christensen King & Associates Investment Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Christensen King & Associates Investment 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
2026
Q2 		$5.38M Sell
218,102
-3,803
-2% -$94K 2.14% 11
2026
Q1 		$5.53M Buy
221,905
+7,197
+3% +$180K 2.37% 11
2025
Q4 		$5.38M Buy
214,708
+2,589
+1% +$65.2K 2.3% 11
2025
Q3 		$5.33M Sell
212,119
-209
-0.1% -$5.22K 2.29% 11
2025
Q2 		$5.31M Sell
212,328
-2,592
-1% -$64.2K 2.44% 10
2025
Q1 		$5.31M Buy
214,920
+6,116
+3% +$150K 2.52% 10
2024
Q4 		$5.06M Buy
208,804
+29,708
+17% +$731K 2.37% 10
2024
Q3 		$4.53M Sell
179,096
-3,030
-2% -$75.7K 2.13% 12
2024
Q2 		$4.44M Sell
182,126
-4,876
-3% -$118K 2.19% 11
2024
Q1 		$4.59M Buy
187,002
+2,426
+1% +$59.6K 2.29% 11
2023
Q4 		$4.59M Buy
+184,576
New +$4.46M 2.46% 11

Other funds holding SCHR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return