LBMC Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

LBMC Investment Advisors’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	-9,188	Closed	-$230K	–	240
2025 Q2	$230K	Hold	9,188	–	–	0.02%	196
2025 Q1	$228K	Sell	9,188 -132	-1%	-$3.23K	0.02%	186
2024 Q4	$226K	Hold	9,320	–	–	0.02%	181
2024 Q3	$236K	Hold	9,320	–	–	0.02%	176
2024 Q2	$227K	Hold	9,320	–	–	0.02%	176
2024 Q1	$229K	Hold	9,320	–	–	0.02%	166
2023 Q4	$232K	Hold	9,320	–	–	0.02%	148
2023 Q3	$221K	Hold	9,320	–	–	0.02%	141
2023 Q2	$230K	Hold	9,320	–	–	0.02%	149
2023 Q1	$235K	Hold	9,320	–	–	0.02%	143
2022 Q4	$229K	Buy	9,320 +670	+8%	+$16.5K	0.02%	141
2022 Q3	$213K	Sell	8,650 -1,738	-17%	-$44.4K	0.02%	144
2022 Q2	$268K	Buy	+10,388	New	+$269K	0.03%	120

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

LBMC Investment Advisors's SCHR Position: Q3 2025 in Review

LBMC Investment Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 9,188 shares — an estimated $230K sold.

LBMC Investment Advisors first reported a position in SCHR in Q2 2022 and held it in 13 quarters. The position peaked at $268K in Q2 2022. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

LBMC Investment Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
LBMC Investment Advisors sold 9,188 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $230K.
LBMC Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2022 and held it in 13 quarters.
LBMC Investment Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $268K in Q2 2022.
473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on LBMC Investment Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.