SWIM
SCHR

Smallwood Wealth Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Smallwood Wealth Investment Management’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
-678
Closed -$16.9K – 581
2025
Q1 		$16.9K Buy
+678
New +$16.6K 0.01% 270

Other funds holding SCHR

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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

Smallwood Wealth Investment Management's SCHR Position: Q2 2025 in Review

Smallwood Wealth Investment Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 678 shares — an estimated $16.9K sold.

Smallwood Wealth Investment Management first reported a position in SCHR in Q1 2025 and held it in 1 quarter. The position peaked at $16.9K in Q1 2025. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

  • Smallwood Wealth Investment Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 678 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $16.9K.
  • Smallwood Wealth Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Schwab Intermediately-Term US Treasury ETF position peaked at $16.9K in Q1 2025.
  • 462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2025, filed 3 Oct 2025.