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

Prevail Innovative 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
2025 Q4	–	Sell	-62,359	Closed	-$1.57M	–	228
2025 Q3	$1.57M	Sell	62,359 -4,370	-7%	-$109K	0.3%	124
2025 Q2	$1.67M	Sell	66,729 -33,004	-33%	-$818K	0.37%	89
2025 Q1	$2.48M	Buy	99,733 +5,056	+5%	+$124K	0.66%	48
2024 Q4	$2.3M	Sell	94,677 -87,959	-48%	-$2.16M	0.67%	55
2024 Q3	$4.62M	Buy	182,636 +84,604	+86%	+$2.11M	1.41%	17
2024 Q2	$2.39M	Buy	98,032 +48,898	+100%	+$1.18M	0.85%	55
2024 Q1	$1.21M	Buy	+49,134	New	+$1.21M	0.45%	82

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prevail Innovative Wealth Advisors's SCHR Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 62,359 shares — an estimated $1.57M sold.

Prevail Innovative Wealth Advisors first reported a position in SCHR in Q1 2024 and held it in 7 quarters. The position peaked at $4.62M in Q3 2024. 483 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

Prevail Innovative Wealth Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 62,359 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $1.57M.
Prevail Innovative Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and held it in 7 quarters.
Prevail Innovative Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $4.62M in Q3 2024.
483 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.