RF
SCHR

RHS Financial’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

RHS Financial’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
-9,010
Closed -$224K – 147
2025
Q1 		$224K Sell
9,010
-4,044
-31% -$99K 0.13% 116
2024
Q4 		$317K Buy
13,054
+176
+1% +$4.33K 0.16% 102
2024
Q3 		$326K Buy
+12,878
New +$322K 0.16% 103
2024
Q2 		– Sell
-27,706
Closed -$679K – 102
2024
Q1 		$679K Sell
27,706
-2,942
-10% -$72.3K 0.4% 60
2023
Q4 		$762K Sell
30,648
-13,942
-31% -$337K 0.48% 49
2023
Q3 		$1.07M Sell
44,590
-14,136
-24% -$344K 0.75% 35
2023
Q2 		$1.45M Sell
58,726
-3,712
-6% -$93K 1.06% 28
2023
Q1 		$1.57M Sell
62,438
-12,292
-16% -$306K 1.2% 24
2022
Q4 		$1.84M Sell
74,730
-63,676
-46% -$1.57M 1.46% 22
2022
Q3 		$3.4M Sell
138,406
-5,524
-4% -$141K 3.02% 10
2022
Q2 		$3.71M Buy
143,930
+18,582
+15% +$480K 3.05% 11
2022
Q1 		$3.34M Sell
125,348
-8,706
-6% -$238K 2.46% 14
2021
Q4 		$3.76M Buy
134,054
+11,220
+9% +$316K 2.61% 15
2021
Q3 		$3.48M Buy
122,834
+21,688
+21% +$620K 2.54% 14
2021
Q2 		$2.88M Sell
101,146
-26,500
-21% -$752K 2.15% 18
2021
Q1 		$3.6M Sell
127,646
-31,296
-20% -$898K 3% 13
2020
Q4 		$4.63M Buy
158,942
+9,052
+6% +$264K 3.97% 8
2020
Q3 		$4.4M Buy
149,890
+13,142
+10% +$386K 4.43% 4
2020
Q2 		$4.02M Buy
136,748
+52,376
+62% +$1.54M 4.7% 5
2020
Q1 		$2.48M Buy
84,372
+28,572
+51% +$807K 3.32% 8
2019
Q4 		$1.53M Sell
55,800
-120
-0.2% -$3.32K 1.6% 21
2019
Q3 		$1.55M Sell
55,920
-9,508
-15% -$263K 1.83% 18
2019
Q2 		$1.8M Sell
65,428
-4,400
-6% -$119K 2.25% 14
2019
Q1 		$1.88M Sell
69,828
-11,472
-14% -$304K 2.43% 16
2018
Q4 		$2.15M Buy
+81,300
New +$2.11M 3.11% 13

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

RHS Financial's SCHR Position: Q2 2025 in Review

RHS Financial sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 9,010 shares — an estimated $224K sold.

RHS Financial first reported a position in SCHR in Q4 2018 and held it in 25 quarters. The position peaked at $4.63M in Q4 2020. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

  • RHS Financial reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • RHS Financial sold 9,010 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $224K.
  • RHS Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2018 and held it in 25 quarters.
  • RHS Financial's Schwab Intermediately-Term US Treasury ETF position peaked at $4.63M in Q4 2020.
  • 462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on RHS Financial's 13F filing for Q2 2025, filed 25 Jul 2025.