PI
SCHR

PFG Investments’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

PFG Investments’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
Q2 		– Sell
-17,165
Closed -$427K – 1116
2025
Q1 		$427K Buy
+17,165
New +$420K 0.03% 555
2024
Q1 		– Sell
-27,844
Closed -$692K – 1052
2023
Q4 		$692K Buy
+27,844
New +$673K 0.13% 184

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 $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

PFG Investments's SCHR Position: Q2 2025 in Review

PFG Investments sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 17,165 shares — an estimated $427K sold.

PFG Investments first reported a position in SCHR in Q4 2023 and held it in 2 quarters. The position peaked at $692K in Q4 2023. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

  • PFG Investments reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • PFG Investments sold 17,165 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $427K.
  • PFG Investments first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and held it in 2 quarters.
  • PFG Investments's Schwab Intermediately-Term US Treasury ETF position peaked at $692K in Q4 2023.
  • 462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on PFG Investments's 13F filing for Q2 2025, filed 18 Jul 2025.