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

Caldwell Sutter 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 Q2	–	Sell	-22	Closed	-$547	–	892
2025 Q1	$547	Hold	22	–	–	﹤0.01%	830
2024 Q4	$534	Hold	22	–	–	﹤0.01%	848
2024 Q3	$557	Hold	22	–	–	﹤0.01%	852
2024 Q2	$536	Hold	22	–	–	﹤0.01%	861
2024 Q1	$540	Hold	22	–	–	﹤0.01%	858
2023 Q4	$547	Buy	+22	New	+$532	﹤0.01%	876

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

MFT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Caldwell Sutter Capital's SCHR Position: Q2 2025 in Review

Caldwell Sutter Capital sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 22 shares — an estimated $547 sold.

Caldwell Sutter Capital first reported a position in SCHR in Q4 2023 and held it in 6 quarters. The position peaked at $557 in Q3 2024. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

Caldwell Sutter Capital reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Caldwell Sutter Capital sold 22 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $547.
Caldwell Sutter Capital first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and held it in 6 quarters.
Caldwell Sutter Capital's Schwab Intermediately-Term US Treasury ETF position peaked at $557 in Q3 2024.
462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on Caldwell Sutter Capital's 13F filing for Q2 2025, filed 11 Jul 2025.