SWGC
SCHR

Summit Wealth Group (Colorado)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Summit Wealth Group (Colorado)’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 		– Sell
-8,288
Closed -$207K – 417
2025
Q2 		$207K Buy
+8,288
New +$205K 0.05% 231

Other funds holding SCHR

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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 $434M AUM 11.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $636M AUM 15.8% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SCHR Position: Q3 2025 in Review

Summit Wealth Group (Colorado) sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 8,288 shares — an estimated $207K sold.

Summit Wealth Group (Colorado) first reported a position in SCHR in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

  • Summit Wealth Group (Colorado) reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 8,288 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $207K.
  • Summit Wealth Group (Colorado) first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Schwab Intermediately-Term US Treasury ETF position peaked at $207K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2025, filed 14 Nov 2025.