SAG
SCHR

SageView Advisory Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

SageView Advisory Group’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 		$86.2K Buy
+3,435
New +$86.4K ﹤0.01% 872
2024
Q2 		– Sell
-49,528
Closed -$1.78M – 724
2024
Q1 		$1.78M Buy
+49,528
New +$1.22M 0.09% 124
2023
Q4 		– Sell
-9,636
Closed -$233K – 451
2023
Q3 		$231K Sell
9,636
-644
-6% -$15.7K 0.01% 485
2023
Q2 		$253K Buy
10,280
+242
+2% +$6.06K 0.01% 479
2023
Q1 		$253K Sell
10,038
-17,686
-64% -$441K 0.02% 418
2022
Q4 		$682K Buy
+27,724
New +$682K 0.06% 201

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