Foster Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Foster Group’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
2024 Q4	–	Sell	-33,440	Closed	-$846K	–	206
2024 Q3	$846K	Sell	33,440 -1,610	-5%	-$40.2K	0.03%	99
2024 Q2	$855K	Buy	35,050 +1,610	+5%	+$39K	0.03%	96
2024 Q1	$820K	Sell	33,440 -7,860	-19%	-$193K	0.04%	92
2023 Q4	$990K	Hold	41,300	–	–	0.06%	73
2023 Q3	$990K	Sell	41,300 -6,502	-14%	-$158K	0.06%	73
2023 Q2	$1.18M	Buy	47,802 +6,994	+17%	+$175K	0.07%	66
2023 Q1	$1.03M	Hold	40,808	–	–	0.07%	69
2022 Q4	$1M	Buy	+40,808	New	+$1M	0.08%	63

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Foster Group's SCHR Position: Q4 2024 in Review

Foster Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2024, closing a stake of 33,440 shares — an estimated $846K sold.

Foster Group first reported a position in SCHR in Q4 2022 and held it in 8 quarters. The position peaked at $1.18M in Q2 2023. 428 funds tracked by Wall St. Rank hold SCHR as of Q4 2024.

Foster Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
Foster Group sold 33,440 Schwab Intermediately-Term US Treasury ETF shares in Q4 2024, an estimated $846K.
Foster Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and held it in 8 quarters.
Foster Group's Schwab Intermediately-Term US Treasury ETF position peaked at $1.18M in Q2 2023.
428 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2024.

Based on Foster Group's 13F filing for Q4 2024, filed 23 Jan 2025.