MIA
SCHR

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

Madison 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
2024
Q4 		$56.3M Buy
+2,316,840
New +$57M 0.63% 54

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return

Madison Investment Advisors's SCHR Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2024: 2,316,840 shares worth $56.3M. The stake represents 0.63% of the portfolio and ranks #54 among its holdings.

429 funds tracked by Wall St. Rank hold SCHR as of Q4 2024.

  • Madison Investment Advisors held 2,316,840 shares of Schwab Intermediately-Term US Treasury ETF worth $56.3M as of Q4 2024.
  • Schwab Intermediately-Term US Treasury ETF was a new Madison Investment Advisors position in Q4 2024.
  • Schwab Intermediately-Term US Treasury ETF made up 0.63% of Madison Investment Advisors's portfolio in Q4 2024, its #54 holding.
  • 429 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.