RA
SCHR

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 – 1189
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 – 680
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $1.47T 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 $13B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 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