Iron Horse Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Iron Horse Wealth Management’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	$10.2K	Hold	408	–	–	﹤0.01%	274
2025 Q1	$10.1K	Hold	408	–	–	﹤0.01%	270
2024 Q4	$9.91K	Hold	408	–	–	﹤0.01%	241
2024 Q3	$10.3K	Hold	408	–	–	﹤0.01%	236
2024 Q2	$9.95K	Buy	+408	New	+$9.88K	﹤0.01%	217
2023 Q2	–	Sell	-688	Closed	-$17.3K	–	346
2023 Q1	$17.3K	Buy	+688	New	+$17.1K	0.01%	117

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

Iron Horse Wealth Management's SCHR Position: Q2 2025 in Review

Iron Horse Wealth Management held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2025 at 408 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Iron Horse Wealth Management first reported a position in SCHR in Q1 2023 and has held it in 6 quarters since. The position peaked at $17.3K in Q1 2023. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

Iron Horse Wealth Management held 408 shares of Schwab Intermediately-Term US Treasury ETF worth $10.2K as of Q2 2025.
Iron Horse Wealth Management left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2025.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #274 holding.
Iron Horse Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and has held it in 6 quarters since.
Iron Horse Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $17.3K in Q1 2023.
462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.