Financial Counselors Inc’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Financial Counselors Inc’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	-880,107	Closed	-$21.9M	–	428
2025 Q1	$21.9M	Buy	880,107 +13,866	+2%	+$340K	0.33%	79
2024 Q4	$21M	Buy	866,241 +92,369	+12%	+$2.27M	0.31%	82
2024 Q3	$19.6M	Buy	773,872 +383,162	+98%	+$9.57M	0.29%	90
2024 Q2	$9.53M	Buy	390,710 +322,776	+475%	+$7.81M	0.15%	139
2024 Q1	$1.67M	Sell	67,934 -678,384	-91%	-$16.7M	0.03%	282
2023 Q4	$18.6M	Sell	746,318 -108,986	-13%	-$2.63M	0.33%	84
2023 Q3	$20.5M	Buy	+855,304	New	+$20.8M	0.41%	69

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 $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 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

Financial Counselors Inc's SCHR Position: Q2 2025 in Review

Financial Counselors Inc sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 880,107 shares — an estimated $21.9M sold.

Financial Counselors Inc first reported a position in SCHR in Q3 2023 and held it in 7 quarters. The position peaked at $21.9M in Q1 2025. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

Financial Counselors Inc reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 880,107 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $21.9M.
Financial Counselors Inc first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and held it in 7 quarters.
Financial Counselors Inc's Schwab Intermediately-Term US Treasury ETF position peaked at $21.9M in Q1 2025.
462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.