Johnson Financial Group Inc (Wisconsin)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-6	Closed	-$151	–	1091
2025 Q2	$151	Buy	+6	New	+$149	﹤0.01%	704
2023 Q4	–	Sell	-3,638	Closed	-$87.2K	–	982
2023 Q3	$87.2K	Buy	3,638 +1,024	+39%	+$24.9K	0.01%	324
2023 Q2	$64.4K	Buy	2,614 +146	+6%	+$3.66K	﹤0.01%	381
2023 Q1	$62.2K	Buy	2,468 +18	+0.7%	+$449	﹤0.01%	381
2022 Q4	$60.3K	Buy	2,450 +20	+0.8%	+$492	﹤0.01%	330
2022 Q3	$59K	Sell	2,430 -328	-12%	-$8.38K	0.01%	340
2022 Q2	$71K	Sell	2,758 -3,060	-53%	-$79.1K	0.01%	349
2022 Q1	$155K	Sell	5,818 -1,666	-22%	-$45.5K	0.01%	290
2021 Q4	$210K	Hold	7,484	–	–	0.01%	273
2021 Q3	$212K	Hold	7,484	–	–	0.01%	259
2021 Q2	$213K	Hold	7,484	–	–	0.01%	262
2021 Q1	$211K	Buy	+7,484	New	+$215K	0.01%	262

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 $434M AUM 11.97% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin)'s SCHR Position: Q3 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 6 shares — an estimated $151 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SCHR in Q1 2021 and held it in 12 quarters. The position peaked at $213K in Q2 2021. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 6 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $151.
Johnson Financial Group Inc (Wisconsin) first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2021 and held it in 12 quarters.
Johnson Financial Group Inc (Wisconsin)'s Schwab Intermediately-Term US Treasury ETF position peaked at $213K in Q2 2021.
473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2025, filed 13 Nov 2025.