Ken Fisher’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Ken Fisher’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	–	Sell	-12,112	Closed	-$301K	–	1067
2025 Q1	$301K	Buy	+12,112	New	+$297K	﹤0.01%	893
2024 Q3	–	Sell	-9,686	Closed	-$236K	–	997
2024 Q2	$236K	Sell	9,686 -2,818	-23%	-$68.2K	﹤0.01%	923
2024 Q1	$307K	Sell	12,504 -3,262	-21%	-$80.2K	﹤0.01%	862
2023 Q4	$392K	Sell	15,766 -740	-4%	-$17.9K	﹤0.01%	813
2023 Q3	$396K	Buy	16,506 +5,524	+50%	+$134K	﹤0.01%	881
2023 Q2	$271K	Buy	+10,982	New	+$275K	﹤0.01%	970

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

Ken Fisher's SCHR Position: Q2 2025 in Review

Ken Fisher sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 12,112 shares — an estimated $301K sold.

Ken Fisher first reported a position in SCHR in Q2 2023 and held it in 6 quarters. The position peaked at $396K in Q3 2023. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

Ken Fisher reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Ken Fisher sold 12,112 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $301K.
Ken Fisher first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and held it in 6 quarters.
Ken Fisher's Schwab Intermediately-Term US Treasury ETF position peaked at $396K in Q3 2023.
462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.