CFS
SCHR

Compass Financial Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Compass Financial 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
-25
Closed -$628 – 323
2025
Q3 		$628 Buy
+25
New +$625 ﹤0.01% 300

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ETC
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MFT
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Compass Financial Services's SCHR Position: Q4 2025 in Review

Compass Financial Services sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 25 shares — an estimated $628 sold.

Compass Financial Services first reported a position in SCHR in Q3 2025 and held it in 1 quarter. The position peaked at $628 in Q3 2025. 484 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

  • Compass Financial Services reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Compass Financial Services sold 25 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $628.
  • Compass Financial Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Compass Financial Services's Schwab Intermediately-Term US Treasury ETF position peaked at $628 in Q3 2025.
  • 484 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Compass Financial Services's 13F filing for Q4 2025, filed 27 Feb 2026.