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HBK Sorce Advisory’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

HBK Sorce Advisory’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
-9,034
Closed -$228K – 664
2025
Q3 		$228K Buy
+9,034
New +$226K 0.01% 540

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HBK Sorce Advisory's SCHR Position: Q4 2025 in Review

HBK Sorce Advisory sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 9,034 shares — an estimated $228K sold.

HBK Sorce Advisory first reported a position in SCHR in Q3 2025 and held it in 1 quarter. The position peaked at $228K in Q3 2025. 486 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

  • HBK Sorce Advisory reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • HBK Sorce Advisory sold 9,034 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $228K.
  • HBK Sorce Advisory first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and held it in 1 quarter.
  • HBK Sorce Advisory's Schwab Intermediately-Term US Treasury ETF position peaked at $228K in Q3 2025.
  • 486 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on HBK Sorce Advisory's 13F filing for Q4 2025, filed 9 Feb 2026.