Coppell Advisory Solutions’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Coppell Advisory Solutions’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	-11,382	Closed	-$284K	–	414
2025 Q2	$284K	Buy	+11,382	New	+$282K	0.03%	304
2025 Q1	–	Sell	-262	Closed	-$6.37K	–	1562
2024 Q4	$6.37K	Hold	262	–	–	﹤0.01%	1265
2024 Q3	$6.64K	Sell	262 -98	-27%	-$2.45K	﹤0.01%	1200
2024 Q2	$8.78K	Buy	+360	New	+$8.71K	﹤0.01%	1050

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 $434M AUM 11.97% 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

Coppell Advisory Solutions's SCHR Position: Q3 2025 in Review

Coppell Advisory Solutions sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 11,382 shares — an estimated $284K sold.

Coppell Advisory Solutions first reported a position in SCHR in Q2 2024 and held it in 4 quarters. The position peaked at $284K in Q2 2025. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

Coppell Advisory Solutions reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 11,382 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $284K.
Coppell Advisory Solutions first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2024 and held it in 4 quarters.
Coppell Advisory Solutions's Schwab Intermediately-Term US Treasury ETF position peaked at $284K in Q2 2025.
473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Coppell Advisory Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.