Bristlecone Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bristlecone Advisors’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	–	Sell	-1,860	Closed	-$46.6K	–	293
2025 Q2	$46.6K	Sell	1,860 -474	-20%	-$11.7K	﹤0.01%	259
2025 Q1	$58K	Buy	2,334 +154	+7%	+$3.77K	﹤0.01%	313
2024 Q4	$53K	Sell	2,180 -8,426	-79%	-$207K	﹤0.01%	314
2024 Q3	$268K	Buy	10,606 +78	+0.7%	+$1.95K	0.02%	247
2024 Q2	$257K	Buy	10,528 +80	+0.8%	+$1.94K	0.02%	246
2024 Q1	$256K	Buy	10,448 +48	+0.5%	+$1.18K	0.02%	250
2023 Q4	$259K	Buy	+10,400	New	+$251K	0.03%	244
2023 Q3	–	Sell	-8,060	Closed	-$199K	–	277
2023 Q2	$199K	Buy	8,060 +3,270	+68%	+$81.9K	0.02%	260
2023 Q1	$121K	Buy	+4,790	New	+$119K	0.01%	275

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWA

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

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

Bristlecone Advisors's SCHR Position: Q3 2025 in Review

Bristlecone Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 1,860 shares — an estimated $46.6K sold.

Bristlecone Advisors first reported a position in SCHR in Q1 2023 and held it in 9 quarters. The position peaked at $268K in Q3 2024. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

Bristlecone Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 1,860 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $46.6K.
Bristlecone Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and held it in 9 quarters.
Bristlecone Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $268K in Q3 2024.
473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.