Rise Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Rise 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	-855	Closed	-$21.5K	–	1188
2025 Q3	$21.5K	Sell	855 -26	-3%	-$650	0.01%	538
2025 Q2	$22K	Buy	881 +43	+5%	+$1.06K	0.01%	476
2025 Q1	$20.8K	Buy	838 +5	+0.6%	+$122	0.01%	477
2024 Q4	$20.2K	Buy	833 +11	+1%	+$271	0.01%	646
2024 Q3	$20.8K	Buy	+822	New	+$20.5K	0.01%	657
2023 Q4	–	Sell	-2	Closed	-$45	–	660
2023 Q3	$45	Sell	2 -106	-98%	-$2.58K	﹤0.01%	640
2023 Q2	$2.64K	Buy	108 +2	+2%	+$50	﹤0.01%	486
2023 Q1	$2.68K	Hold	106	–	–	﹤0.01%	535
2022 Q4	$2.6K	Buy	106 +2	+2%	+$49	﹤0.01%	528
2022 Q3	$3K	Hold	104	–	–	﹤0.01%	510
2022 Q2	$3K	Buy	+104	New	+$2.69K	﹤0.01%	515

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $424B AUM 22.96% 1-Year Est. Return

Rise Advisors's SCHR Position: Q4 2025 in Review

Rise Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 855 shares — an estimated $21.5K sold.

Rise Advisors first reported a position in SCHR in Q2 2022 and held it in 11 quarters. The position peaked at $22K in Q2 2025. 484 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

Rise Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 855 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $21.5K.
Rise Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2022 and held it in 11 quarters.
Rise Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $22K in Q2 2025.
484 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.