CTB
SCHR

Country Trust Bank’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Country Trust Bank’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
-2
Closed -$50 – 655
2025
Q2 		$50 Buy
+2
New +$50 ﹤0.01% 550
2020
Q2 		– Sell
-572
Closed -$17K – 291
2020
Q1 		$17K Buy
+572
New +$16.2K ﹤0.01% 199

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

Country Trust Bank's SCHR Position: Q3 2025 in Review

Country Trust Bank sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 2 shares — an estimated $50 sold.

Country Trust Bank first reported a position in SCHR in Q1 2020 and held it in 2 quarters. The position peaked at $17K in Q1 2020. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

  • Country Trust Bank reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Country Trust Bank sold 2 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $50.
  • Country Trust Bank first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and held it in 2 quarters.
  • Country Trust Bank's Schwab Intermediately-Term US Treasury ETF position peaked at $17K in Q1 2020.
  • 473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Country Trust Bank's 13F filing for Q3 2025, filed 28 Oct 2025.