LWMI
SCHR

Legacy Wealth Management (Idaho)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Legacy Wealth Management (Idaho)’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
-14
Closed -$349 – 854
2025
Q1 		$349 Buy
+14
New +$343 ﹤0.01% 731

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Stifel Financial
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JP Morgan Chase
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Bank of America
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
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State Street
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

Legacy Wealth Management (Idaho)'s SCHR Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 14 shares — an estimated $349 sold.

Legacy Wealth Management (Idaho) first reported a position in SCHR in Q1 2025 and held it in 1 quarter. The position peaked at $349 in Q1 2025. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 14 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $349.
  • Legacy Wealth Management (Idaho) first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Schwab Intermediately-Term US Treasury ETF position peaked at $349 in Q1 2025.
  • 462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.