SWG
SCHR

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

Summit Wealth 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
2024
Q4 		– Sell
-9,078
Closed -$230K – 101
2024
Q3 		$230K Hold
9,078
– – 0.07% 91
2024
Q2 		$221K Buy
+9,078
New +$220K 0.07% 91
2023
Q2 		– Sell
-173,984
Closed -$2K – 225
2023
Q1 		$2K Buy
+173,984
New +$4.34M 0.05% 102

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Wealth Group's SCHR Position: Q4 2024 in Review

Summit Wealth Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2024, closing a stake of 9,078 shares — an estimated $230K sold.

Summit Wealth Group first reported a position in SCHR in Q1 2023 and held it in 3 quarters. The position peaked at $230K in Q3 2024. 428 funds tracked by Wall St. Rank hold SCHR as of Q4 2024.

  • Summit Wealth Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Group sold 9,078 Schwab Intermediately-Term US Treasury ETF shares in Q4 2024, an estimated $230K.
  • Summit Wealth Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Summit Wealth Group's Schwab Intermediately-Term US Treasury ETF position peaked at $230K in Q3 2024.
  • 428 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2024.

Based on Summit Wealth Group's 13F filing for Q4 2024, filed 4 Feb 2025.