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SCHR

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

Transform Wealth’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
Q1 		$237K Hold
9,548
– – 0.01% 228
2024
Q4 		$232K Buy
+9,548
New +$235K 0.01% 243

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 $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
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Transform Wealth's SCHR Position: Q1 2025 in Review

Transform Wealth held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2025 at 9,548 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #228.

Transform Wealth first reported a position in SCHR in Q4 2024 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold SCHR as of Q1 2025.

  • Transform Wealth held 9,548 shares of Schwab Intermediately-Term US Treasury ETF worth $237K as of Q1 2025.
  • Transform Wealth left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q1 2025.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Transform Wealth's portfolio in Q1 2025, its #228 holding.
  • Transform Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 2 quarters since.
  • 441 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.