First Horizon Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

First Horizon Advisors’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	-1,612	Closed	-$40.1K	–	2479
2025 Q1	$40.1K	Buy	+1,612	New	+$39.5K	﹤0.01%	1036
2021 Q2	–	Sell	-118	Closed	-$3K	–	2077
2021 Q1	$3K	Buy	+118	New	+$3.38K	﹤0.01%	1585

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

First Horizon Advisors's SCHR Position: Q2 2025 in Review

First Horizon Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 1,612 shares — an estimated $40.1K sold.

First Horizon Advisors first reported a position in SCHR in Q1 2021 and held it in 2 quarters. The position peaked at $40.1K in Q1 2025. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

First Horizon Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
First Horizon Advisors sold 1,612 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $40.1K.
First Horizon Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2021 and held it in 2 quarters.
First Horizon Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $40.1K in Q1 2025.
462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.