CA
SCHR

Continuum Advisory’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Continuum Advisory’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 		– Sell
-1,852
Closed -$46K – 1358
2025
Q1 		$46K Buy
1,852
+1,794
+3,093% +$43.9K 0.01% 700
2024
Q4 		$1.41K Sell
58
-58
-50% -$1.43K ﹤0.01% 1534
2024
Q3 		$1.41K Sell
116
-22
-16% -$550 ﹤0.01% 1549
2024
Q2 		$3.37K Buy
138
+80
+138% +$1.94K ﹤0.01% 1175
2024
Q1 		$1.4K Buy
+58
New +$1.43K ﹤0.01% 1394

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 $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $1.56T 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
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
State Street
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

Continuum Advisory's SCHR Position: Q2 2025 in Review

Continuum Advisory sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 1,852 shares — an estimated $46K sold.

Continuum Advisory first reported a position in SCHR in Q1 2024 and held it in 5 quarters. The position peaked at $46K in Q1 2025. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

  • Continuum Advisory reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,852 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $46K.
  • Continuum Advisory first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Schwab Intermediately-Term US Treasury ETF position peaked at $46K in Q1 2025.
  • 462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.