Congress Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Congress Wealth Management’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	$938K	Sell	37,463 -942	-2%	-$23.3K	0.01%	728
2025 Q1	$953K	Buy	38,405 +13,057	+52%	+$320K	0.01%	643
2024 Q4	$616K	Buy	25,348 +414	+2%	+$10.2K	0.01%	596
2024 Q3	$631K	Sell	24,934 -1,580	-6%	-$39.5K	0.01%	594
2024 Q2	$647K	Buy	+26,514	New	+$642K	0.01%	498
2024 Q1	–	Sell	-27,920	Closed	-$694K	–	627
2023 Q4	$694K	Sell	27,920 -4,178	-13%	-$101K	0.01%	423
2023 Q3	$769K	Sell	32,098 -33,512	-51%	-$816K	0.02%	403
2023 Q2	$1.62M	Sell	65,610 -4,362	-6%	-$109K	0.04%	290
2023 Q1	$1.76M	Sell	69,972 -2,044	-3%	-$50.9K	0.04%	280
2022 Q4	$1.77M	Sell	72,016 -6,716	-9%	-$165K	0.05%	275
2022 Q3	$1.94M	Sell	78,732 -4,940	-6%	-$126K	0.05%	275
2022 Q2	$2.16M	Buy	83,672 +856	+1%	+$22.1K	0.06%	272
2022 Q1	$2.21M	Sell	82,816 -74	-0.1%	-$2.02K	0.05%	289
2021 Q4	$2.33M	Buy	+82,890	New	+$2.33M	0.05%	295

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

Congress Wealth Management's SCHR Position: Q2 2025 in Review

Congress Wealth Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2.5% in Q2 2025, selling an estimated $23.3K and leaving 37,463 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #728.

Congress Wealth Management first reported a position in SCHR in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.33M in Q4 2021. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

Congress Wealth Management held 37,463 shares of Schwab Intermediately-Term US Treasury ETF worth $938K as of Q2 2025.
Congress Wealth Management sold 942 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $23.3K.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #728 holding.
Congress Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 14 quarters since.
Congress Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $2.33M in Q4 2021.
462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.