FGC
SCHR

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

Financial Gravity Companies’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 		$2.8K Buy
+112
New +$2.77K ﹤0.01% 733
2024
Q4 		$2.67K Hold
110
– – ﹤0.01% 734
2024
Q3 		$2.78K Buy
+110
New +$2.75K ﹤0.01% 467
2018
Q4 		$1.35M Buy
+51,200
New +$1.33M 1.23% 18
2018
Q1 		$1.18M Buy
45,438
+8,466
+23% +$222K 1.21% 16
2017
Q4 		$973K Buy
+36,972
New +$992K 1.12% 18

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 $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
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 Gravity Companies's SCHR Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025: 112 shares worth $2.8K. The stake represents ﹤0.01% of the portfolio and ranks #733 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SCHR as recently as Q4 2024.

Financial Gravity Companies first reported a position in SCHR in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.35M in Q4 2018. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

  • Financial Gravity Companies held 112 shares of Schwab Intermediately-Term US Treasury ETF worth $2.8K as of Q2 2025.
  • Schwab Intermediately-Term US Treasury ETF was a new Financial Gravity Companies position in Q2 2025.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #733 holding.
  • Financial Gravity Companies first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Schwab Intermediately-Term US Treasury ETF position peaked at $1.35M in Q4 2018.
  • 462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.