AC
SCHR

Apella Capital’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Apella Capital’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 		– Sell
-11,151
Closed -$271K – 392
2024
Q4 		$271K Buy
11,151
+11
+0.1% +$271 0.01% 298
2024
Q3 		$281K Sell
11,140
-822
-7% -$20.5K 0.01% 280
2024
Q2 		$293K Buy
11,962
+2,708
+29% +$65.6K 0.01% 260
2024
Q1 		$225K Sell
9,254
-1,200
-11% -$29.5K 0.01% 275
2023
Q4 		$259K Sell
10,454
-4,148
-28% -$100K 0.01% 253
2023
Q3 		$350K Sell
14,602
-76
-0.5% -$1.85K 0.02% 198
2023
Q2 		$362K Buy
+14,678
New +$368K 0.03% 194
2022
Q4 		$366K Sell
14,854
-612
-4% -$15.1K 0.03% 172
2022
Q3 		$380K Sell
15,466
-328
-2% -$8.38K 0.04% 155
2022
Q2 		$407K Hold
15,794
– – 0.05% 154
2022
Q1 		$421K Hold
15,794
– – 0.06% 139
2021
Q4 		$443K Sell
15,794
-276
-2% -$7.77K 0.06% 135
2021
Q3 		$456K Sell
16,070
-438
-3% -$12.5K 0.07% 137
2021
Q2 		$469K Buy
+16,508
New +$469K 0.08% 142

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 $434M AUM 11.97% 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

Apella Capital's SCHR Position: Q1 2025 in Review

Apella Capital sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2025, closing a stake of 11,151 shares — an estimated $271K sold.

Apella Capital first reported a position in SCHR in Q2 2021 and held it in 14 quarters. The position peaked at $469K in Q2 2021. 441 funds tracked by Wall St. Rank hold SCHR as of Q1 2025.

  • Apella Capital reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Apella Capital sold 11,151 Schwab Intermediately-Term US Treasury ETF shares in Q1 2025, an estimated $271K.
  • Apella Capital first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2021 and held it in 14 quarters.
  • Apella Capital's Schwab Intermediately-Term US Treasury ETF position peaked at $469K in Q2 2021.
  • 441 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2025.

Based on Apella Capital's 13F filing for Q1 2025, filed 10 Apr 2025.