Aspect Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Aspect Partners’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	-451	Closed	-$11.3K	–	758
2025 Q3	$11.3K	Hold	451	–	–	0.01%	280
2025 Q2	$11.3K	Buy	+451	New	+$11.2K	0.01%	267
2024 Q3	–	Sell	-18,002	Closed	-$439K	–	581
2024 Q2	$439K	Buy	18,002 +92	+0.5%	+$2.23K	0.26%	47
2024 Q1	$439K	Sell	17,910 -200	-1%	-$4.92K	0.35%	45
2023 Q4	$450K	Buy	+18,110	New	+$438K	0.29%	40

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aspect Partners's SCHR Position: Q4 2025 in Review

Aspect Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 451 shares — an estimated $11.3K sold.

Aspect Partners first reported a position in SCHR in Q4 2023 and held it in 5 quarters. The position peaked at $450K in Q4 2023. 484 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

Aspect Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Aspect Partners sold 451 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $11.3K.
Aspect Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and held it in 5 quarters.
Aspect Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $450K in Q4 2023.
484 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Aspect Partners's 13F filing for Q4 2025, filed 23 Jan 2026.