Financial Gravity Asset Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Financial Gravity Asset 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 Q4	–	Sell	-31	Closed	-$779	–	903
2025 Q3	$779	Buy	+31	New	+$775	﹤0.01%	821
2025 Q1	$2.78K	Buy	+112	New	+$2.74K	﹤0.01%	783
2024 Q2	–	Sell	-466	Closed	-$11.3K	–	321
2024 Q1	$11.4K	Sell	466 -486	-51%	-$11.9K	﹤0.01%	447
2023 Q4	$23.6K	Buy	+952	New	+$23K	0.01%	367
2021 Q3	$57K	Sell	928 -4	-0.4%	-$114	0.03%	513
2021 Q2	$57K	Buy	+932	New	+$26.5K	0.02%	526
2020 Q4	$33K	Buy	+1,142	New	+$33.3K	0.03%	102
2019 Q4	$106K	Sell	11,686 -5,122	-30%	-$142K	0.07%	298
2019 Q3	$467K	Sell	16,808 -260	-2%	-$7.2K	0.4%	55
2019 Q2	$469K	Sell	17,068 -3,926	-19%	-$106K	0.38%	68
2019 Q1	$561K	Buy	+20,994	New	+$557K	0.45%	56
2018 Q3	$1.33M	Buy	51,466 +2,278	+5%	+$59.3K	1.4%	17
2018 Q2	$1.28M	Buy	49,188 +3,750	+8%	+$97.7K	1.2%	16
2018 Q1	$1.18M	Buy	+45,438	New	+$1.19M	1.21%	16

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

Financial Gravity Asset Management's SCHR Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 31 shares — an estimated $779 sold.

Financial Gravity Asset Management first reported a position in SCHR in Q1 2018 and held it in 14 quarters. The position peaked at $1.33M in Q3 2018. 484 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

Financial Gravity Asset Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 31 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $779.
Financial Gravity Asset Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2018 and held it in 14 quarters.
Financial Gravity Asset Management's Schwab Intermediately-Term US Treasury ETF position peaked at $1.33M in Q3 2018.
484 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.