MFS
SCHR

Mattson Financial Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Mattson Financial Services’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
Q1 		– Sell
-394
Closed -$19.9K – 405
2024
Q4 		$19.9K Buy
+394
New +$9.7K 0.01% 224

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JP Morgan Chase
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CWA
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Bank of America
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State Street
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Mattson Financial Services's SCHR Position: Q1 2025 in Review

Mattson Financial Services sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2025, closing a stake of 394 shares — an estimated $19.9K sold.

Mattson Financial Services first reported a position in SCHR in Q4 2024 and held it in 1 quarter. The position peaked at $19.9K in Q4 2024. 441 funds tracked by Wall St. Rank hold SCHR as of Q1 2025.

  • Mattson Financial Services reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 394 Schwab Intermediately-Term US Treasury ETF shares in Q1 2025, an estimated $19.9K.
  • Mattson Financial Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Mattson Financial Services's Schwab Intermediately-Term US Treasury ETF position peaked at $19.9K in Q4 2024.
  • 441 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.