MPCL
SCHR

My Personal CFO LLC’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

My Personal CFO LLC’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
Q4 		– Sell
-347,192
Closed -$8.72M – 144
2025
Q3 		$8.72M Buy
+347,192
New +$8.68M 3.38% 9

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

My Personal CFO LLC's SCHR Position: Q4 2025 in Review

My Personal CFO LLC sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 347,192 shares — an estimated $8.72M sold.

My Personal CFO LLC first reported a position in SCHR in Q3 2025 and held it in 1 quarter. The position peaked at $8.72M in Q3 2025. 483 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

  • My Personal CFO LLC reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 347,192 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $8.72M.
  • My Personal CFO LLC first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and held it in 1 quarter.
  • My Personal CFO LLC's Schwab Intermediately-Term US Treasury ETF position peaked at $8.72M in Q3 2025.
  • 483 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.