Sonora Investment Management Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Sonora Investment Management 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 Q3	$361K	Sell	14,351 -437	-3%	-$10.9K	0.03%	207
2025 Q2	$370K	Buy	14,788 +2,942	+25%	+$72.9K	0.03%	197
2025 Q1	$294K	Sell	11,846 -268	-2%	-$6.56K	0.02%	222
2024 Q4	$294K	Sell	12,114 -80	-0.7%	-$1.97K	0.02%	219
2024 Q3	$309K	Buy	+12,194	New	+$305K	0.02%	217
2023 Q4	–	Sell	-10,122	Closed	-$243K	–	288
2023 Q3	$243K	Buy	+10,122	New	+$246K	0.02%	218

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

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return

Sonora Investment Management Group's SCHR Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3% in Q3 2025, selling an estimated $10.9K and leaving 14,351 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #207.

Sonora Investment Management Group first reported a position in SCHR in Q3 2023 and has held it in 6 quarters since. The position peaked at $370K in Q2 2025. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

Sonora Investment Management Group held 14,351 shares of Schwab Intermediately-Term US Treasury ETF worth $361K as of Q3 2025.
Sonora Investment Management Group sold 437 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $10.9K.
Schwab Intermediately-Term US Treasury ETF made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #207 holding.
Sonora Investment Management Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and has held it in 6 quarters since.
Sonora Investment Management Group's Schwab Intermediately-Term US Treasury ETF position peaked at $370K in Q2 2025.
473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.