MFA Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

MFA Wealth 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	–	Sell	-26	Closed	-$658	–	328
2024 Q3	$658	Hold	26	–	–	﹤0.01%	467
2024 Q2	$634	Buy	+26	New	+$629	﹤0.01%	488
2021 Q2	–	Sell	-169,468	Closed	-$4.78M	–	65
2021 Q1	$4.78M	Buy	+169,468	New	+$4.86M	2.32%	18
2020 Q3	–	Sell	-924	Closed	-$27.2K	–	185
2020 Q2	$27.2K	Sell	924 -141,466	-99%	-$4.15M	0.02%	100
2020 Q1	$4.19M	Buy	+142,390	New	+$4.02M	4.07%	9
2019 Q2	–	Sell	-85,226	Closed	-$2.3M	–	51
2019 Q1	$2.3M	Buy	+85,226	New	+$2.26M	1.51%	19
2018 Q4	–	Sell	-91,422	Closed	-$2.36M	–	51
2018 Q3	$2.36M	Sell	91,422 -11,502	-11%	-$300K	1.76%	17
2018 Q2	$2.69M	Buy	102,924 +1,204	+1%	+$31.4K	1.77%	15
2018 Q1	$2.65M	Sell	101,720 -2,264	-2%	-$59.5K	2%	14
2017 Q4	$2.74M	Buy	+103,984	New	+$2.79M	1.86%	18

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MFA Wealth Advisors's SCHR Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2024, closing a stake of 26 shares — an estimated $658 sold.

MFA Wealth Advisors first reported a position in SCHR in Q4 2017 and held it in 10 quarters. The position peaked at $4.78M in Q1 2021. 428 funds tracked by Wall St. Rank hold SCHR as of Q4 2024.

MFA Wealth Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 26 Schwab Intermediately-Term US Treasury ETF shares in Q4 2024, an estimated $658.
MFA Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2017 and held it in 10 quarters.
MFA Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $4.78M in Q1 2021.
428 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.