BI
SCHR

Binnacle Investments’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Binnacle Investments’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
Q3 		$10.8K Hold
429
– – 0.01% 421
2025
Q2 		$10.7K Buy
+429
New +$10.6K 0.01% 362

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Binnacle Investments's SCHR Position: Q3 2025 in Review

Binnacle Investments held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q3 2025 at 429 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #421.

Binnacle Investments first reported a position in SCHR in Q2 2025 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

  • Binnacle Investments held 429 shares of Schwab Intermediately-Term US Treasury ETF worth $10.8K as of Q3 2025.
  • Binnacle Investments left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q3 2025.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Binnacle Investments's portfolio in Q3 2025, its #421 holding.
  • Binnacle Investments first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.