Atomic Invest LLC’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Atomic Invest LLC’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	$4.25K	Buy	+169	New	+$4.25K	﹤0.01%	270

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atomic Invest LLC's SCHR Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025: 169 shares worth $4.25K. The stake represents ﹤0.01% of the portfolio and ranks #270 among its holdings.

486 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

Atomic Invest LLC held 169 shares of Schwab Intermediately-Term US Treasury ETF worth $4.25K as of Q4 2025.
Schwab Intermediately-Term US Treasury ETF was a new Atomic Invest LLC position in Q4 2025.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Atomic Invest LLC's portfolio in Q4 2025, its #270 holding.
486 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.