WANY
SCHR

Wealthspire Advisors (New York)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-107
Closed -$2.69K – 2540
2025
Q3 		$2.69K Buy
+107
New +$2.67K ﹤0.01% 2520

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JP Morgan Chase
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Bank of America
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ETC
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CWA
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MFT
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s SCHR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 107 shares — an estimated $2.69K sold.

Wealthspire Advisors (New York) first reported a position in SCHR in Q3 2025 and held it in 1 quarter. The position peaked at $2.69K in Q3 2025. 483 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 107 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $2.69K.
  • Wealthspire Advisors (New York) first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Schwab Intermediately-Term US Treasury ETF position peaked at $2.69K in Q3 2025.
  • 483 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.