Hershey Financial Advisers’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Hershey Financial Advisers’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
2024 Q4	$3.87M	Buy	+159,163	New	+$3.92M	3.4%	9

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hershey Financial Advisers's SCHR Position: Q4 2024 in Review

Hershey Financial Advisers opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2024: 159,163 shares worth $3.87M. The stake represents 3.4% of the portfolio and ranks #9 among its holdings.

428 funds tracked by Wall St. Rank hold SCHR as of Q4 2024.

Hershey Financial Advisers held 159,163 shares of Schwab Intermediately-Term US Treasury ETF worth $3.87M as of Q4 2024.
Schwab Intermediately-Term US Treasury ETF was a new Hershey Financial Advisers position in Q4 2024.
Schwab Intermediately-Term US Treasury ETF made up 3.4% of Hershey Financial Advisers's portfolio in Q4 2024, its #9 holding.
428 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2024.

Based on Hershey Financial Advisers's 13F filing for Q4 2024, filed 11 Feb 2025.