CWM
SCHR

Connecticut Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Connecticut Wealth Management’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
-12,151
Closed -$304K – 333
2025
Q2 		$304K Buy
12,151
+9
+0.1% +$223 0.01% 257
2025
Q1 		$302K Buy
+12,142
New +$297K 0.02% 256

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

Connecticut Wealth Management's SCHR Position: Q3 2025 in Review

Connecticut Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 12,151 shares — an estimated $304K sold.

Connecticut Wealth Management first reported a position in SCHR in Q1 2025 and held it in 2 quarters. The position peaked at $304K in Q2 2025. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

  • Connecticut Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Connecticut Wealth Management sold 12,151 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $304K.
  • Connecticut Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and held it in 2 quarters.
  • Connecticut Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $304K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Connecticut Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.