GPS Wealth Strategies Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

GPS Wealth Strategies 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
2025 Q4	–	Sell	-426	Closed	-$10.7K	–	1394
2025 Q3	$10.7K	Hold	426	–	–	﹤0.01%	1066
2025 Q2	$10.7K	Buy	+426	New	+$10.6K	﹤0.01%	1013
2025 Q1	–	Sell	-18	Closed	-$437	–	1564
2024 Q4	$437	Hold	18	–	–	﹤0.01%	1330
2024 Q3	$455	Hold	18	–	–	﹤0.01%	1330
2024 Q2	$439	Hold	18	–	–	﹤0.01%	1300
2024 Q1	$441	Hold	18	–	–	﹤0.01%	1197
2023 Q4	$447	Hold	18	–	–	﹤0.01%	1187
2023 Q3	$431	Hold	18	–	–	﹤0.01%	1219
2023 Q2	$444	Hold	18	–	–	﹤0.01%	1198
2023 Q1	$454	Buy	+18	New	+$449	﹤0.01%	1199
2022 Q4	–	Sell	-18	Closed	–	–	904
2022 Q3	$0	Hold	18	–	–	﹤0.01%	1164
2022 Q2	$0	Hold	18	–	–	﹤0.01%	1161
2022 Q1	$0	Hold	18	–	–	﹤0.01%	1129
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	1032
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	999
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	1010
2021 Q1	$0	Buy	+18	New	+$516	﹤0.01%	958

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GPS Wealth Strategies Group's SCHR Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 426 shares — an estimated $10.7K sold.

GPS Wealth Strategies Group first reported a position in SCHR in Q1 2021 and held it in 17 quarters. The position peaked at $10.7K in Q3 2025. 486 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 426 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $10.7K.
GPS Wealth Strategies Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2021 and held it in 17 quarters.
GPS Wealth Strategies Group's Schwab Intermediately-Term US Treasury ETF position peaked at $10.7K in Q3 2025.
486 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.