Global Wealth Strategies & Associates’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Global Wealth Strategies & Associates’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 Q1	–	Sell	-16	Closed	-$389	–	508
2024 Q4	$389	Sell	16 -4	-20%	-$98	﹤0.01%	370
2024 Q3	$506	Hold	20	–	–	﹤0.01%	336
2024 Q2	$488	Hold	20	–	–	﹤0.01%	307
2024 Q1	$491	Hold	20	–	–	﹤0.01%	326
2023 Q4	$497	Buy	20 +6	+43%	+$145	﹤0.01%	288
2023 Q3	$336	Hold	14	–	–	﹤0.01%	303
2023 Q2	$345	Sell	14 -28	-67%	-$702	﹤0.01%	291
2023 Q1	$1.06K	Buy	+42	New	+$1.05K	﹤0.01%	291

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

CWA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Global Wealth Strategies & Associates's SCHR Position: Q1 2025 in Review

Global Wealth Strategies & Associates sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2025, closing a stake of 16 shares — an estimated $389 sold.

Global Wealth Strategies & Associates first reported a position in SCHR in Q1 2023 and held it in 8 quarters. The position peaked at $1.06K in Q1 2023. 441 funds tracked by Wall St. Rank hold SCHR as of Q1 2025.

Global Wealth Strategies & Associates reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 16 Schwab Intermediately-Term US Treasury ETF shares in Q1 2025, an estimated $389.
Global Wealth Strategies & Associates first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and held it in 8 quarters.
Global Wealth Strategies & Associates's Schwab Intermediately-Term US Treasury ETF position peaked at $1.06K in Q1 2023.
441 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2025, filed 2 Apr 2025.