HAS
SCHR

HBW Advisory Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

HBW Advisory Services’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
Q3 		– Sell
-12,425
Closed -$311K – 445
2025
Q2 		$311K Sell
12,425
-3,299
-21% -$81.7K 0.04% 313
2025
Q1 		$391K Buy
15,724
+642
+4% +$15.7K 0.06% 244
2024
Q4 		$366K Buy
15,082
+272
+2% +$6.69K 0.04% 250
2024
Q3 		$375K Buy
14,810
+428
+3% +$10.7K 0.05% 240
2024
Q2 		$351K Sell
14,382
-226
-2% -$5.47K 0.06% 232
2024
Q1 		$363K Hold
14,608
– – 0.07% 208
2023
Q4 		$363K Buy
14,608
+2,506
+21% +$60.5K 0.07% 208
2023
Q3 		$290K Buy
+12,102
New +$295K 0.06% 219

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

HBW Advisory Services's SCHR Position: Q3 2025 in Review

HBW Advisory Services sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 12,425 shares — an estimated $311K sold.

HBW Advisory Services first reported a position in SCHR in Q3 2023 and held it in 8 quarters. The position peaked at $391K in Q1 2025. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

  • HBW Advisory Services reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • HBW Advisory Services sold 12,425 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $311K.
  • HBW Advisory Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and held it in 8 quarters.
  • HBW Advisory Services's Schwab Intermediately-Term US Treasury ETF position peaked at $391K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on HBW Advisory Services's 13F filing for Q3 2025, filed 16 Oct 2025.