MAWAG
SCHR

Mid-American Wealth Advisory Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Mid-American Wealth Advisory Group’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
-70
Closed -$1.75K – 268
2025
Q2 		$1.75K Buy
+70
New +$1.73K ﹤0.01% 272

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
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

Mid-American Wealth Advisory Group's SCHR Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 70 shares — an estimated $1.75K sold.

Mid-American Wealth Advisory Group first reported a position in SCHR in Q2 2025 and held it in 1 quarter. The position peaked at $1.75K in Q2 2025. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 70 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $1.75K.
  • Mid-American Wealth Advisory Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Schwab Intermediately-Term US Treasury ETF position peaked at $1.75K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.