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

Kiker 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 Q4	–	Sell	-811	Closed	-$20.4K	–	159
2025 Q3	$20.4K	Buy	+811	New	+$20.3K	0.01%	151
2025 Q2	–	Sell	-78	Closed	-$1.94K	–	760
2025 Q1	$1.94K	Buy	+78	New	+$1.91K	﹤0.01%	543

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kiker Wealth Management's SCHR Position: Q4 2025 in Review

Kiker Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 811 shares — an estimated $20.4K sold.

Kiker Wealth Management first reported a position in SCHR in Q1 2025 and held it in 2 quarters. The position peaked at $20.4K in Q3 2025. 486 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

Kiker Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Kiker Wealth Management sold 811 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $20.4K.
Kiker Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and held it in 2 quarters.
Kiker Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $20.4K in Q3 2025.
486 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Kiker Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.