Wade Financial Advisory’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Wade Financial Advisory’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	$204K	Sell	8,199 -237	-3%	-$5.8K	0.07%	76
2024 Q4	$205K	Hold	8,436	–	–	0.07%	77
2024 Q3	$213K	Sell	8,436 -2,700	-24%	-$67.5K	0.07%	80
2024 Q2	$272K	Sell	11,136 -1,476	-12%	-$35.7K	0.1%	68
2024 Q1	$309K	Buy	12,612 +24	+0.2%	+$590	0.11%	64
2023 Q4	$313K	Buy	+12,588	New	+$304K	0.12%	65

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wade Financial Advisory's SCHR Position: Q1 2025 in Review

Wade Financial Advisory reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2.8% in Q1 2025, selling an estimated $5.8K and leaving 8,199 shares worth $204K. The position accounts for 0.07% of the portfolio, ranked #76.

Wade Financial Advisory first reported a position in SCHR in Q4 2023 and has held it in 6 quarters since. The position peaked at $313K in Q4 2023. 441 funds tracked by Wall St. Rank hold SCHR as of Q1 2025.

Wade Financial Advisory held 8,199 shares of Schwab Intermediately-Term US Treasury ETF worth $204K as of Q1 2025.
Wade Financial Advisory sold 237 Schwab Intermediately-Term US Treasury ETF shares in Q1 2025, an estimated $5.8K.
Schwab Intermediately-Term US Treasury ETF made up 0.07% of Wade Financial Advisory's portfolio in Q1 2025, its #76 holding.
Wade Financial Advisory first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 6 quarters since.
Wade Financial Advisory's Schwab Intermediately-Term US Treasury ETF position peaked at $313K in Q4 2023.
441 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.