Ownership history in Advisory Services Network, LLC · 30 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 3,144 | +344 | +12.3% | 0.00% | $79K | $24.66 |
| 2023 Q4 | REDUCED | 2,800 | -617 | -18.1% | 0.00% | $139K | $22.89 |
| 2023 Q1 | ADDED | 3,417 | +184 | +5.7% | 0.00% | $172K | $22.60 |
| 2022 Q4 | REDUCED | 3,233 | -3,022 | -48.3% | 0.00% | $159K | $21.95 |
| 2022 Q2 | REDUCED | 6,255 | -497 | -7.4% | 0.01% | $323K | $22.68 |
| 2022 Q1 | REDUCED | 6,752 | -3,427 | -33.7% | 0.01% | $360K | $23.33 |
| 2021 Q4 | REDUCED | 10,179 | -2,753 | -21.3% | 0.02% | $571K | $24.55 |
| 2021 Q3 | ADDED | 12,932 | +3,250 | +33.6% | 0.02% | $733K | $24.72 |
| 2021 Q2 | REDUCED | 9,682 | -1,295 | -11.8% | 0.02% | $551K | $24.74 |
| 2021 Q1 | ADDED | 10,977 | +4,386 | +66.5% | 0.02% | $619K | $24.47 |
As of 2025 Q4 — sorted by position size