Guardian Wealth Advisors (North Carolina)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-272	Closed	-$6.76K	–	562
2025 Q1	$6.76K	Buy	272 +266	+4,433%	+$6.51K	﹤0.01%	474
2024 Q4	$146	Buy	+6	New	+$148	﹤0.01%	513

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

Guardian Wealth Advisors (North Carolina)'s SCHR Position: Q2 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 272 shares — an estimated $6.76K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHR in Q4 2024 and held it in 2 quarters. The position peaked at $6.76K in Q1 2025. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 272 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $6.76K.
Guardian Wealth Advisors (North Carolina) first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and held it in 2 quarters.
Guardian Wealth Advisors (North Carolina)'s Schwab Intermediately-Term US Treasury ETF position peaked at $6.76K in Q1 2025.
462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 14 Aug 2025.