GSWM
SCHR

Golden State Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Golden State Wealth 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
Q1 		– Sell
-748
Closed -$18.2K – 1636
2024
Q4 		$18.2K Buy
+748
New +$18.4K ﹤0.01% 787
2019
Q4 		– Sell
-20
Closed -$1K – 757
2019
Q3 		$1K Buy
+20
New +$553 ﹤0.01% 1036

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Ameriprise
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Stifel Financial
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
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

Golden State Wealth Management's SCHR Position: Q1 2025 in Review

Golden State Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2025, closing a stake of 748 shares — an estimated $18.2K sold.

Golden State Wealth Management first reported a position in SCHR in Q3 2019 and held it in 2 quarters. The position peaked at $18.2K in Q4 2024. 441 funds tracked by Wall St. Rank hold SCHR as of Q1 2025.

  • Golden State Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 748 Schwab Intermediately-Term US Treasury ETF shares in Q1 2025, an estimated $18.2K.
  • Golden State Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2019 and held it in 2 quarters.
  • Golden State Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $18.2K in Q4 2024.
  • 441 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.