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

Crewe 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	-99	Closed	-$2.48K	–	1043
2025 Q2	$2.48K	Buy	+99	New	+$2.45K	﹤0.01%	570
2023 Q3	–	Sell	-1,222	Closed	-$30.1K	–	860
2023 Q2	$30.1K	Hold	1,222	–	–	﹤0.01%	318
2023 Q1	$30.8K	Buy	+1,222	New	+$30.5K	﹤0.01%	367

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CWA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $705M AUM 12.18% 1-Year Est. Return

Crewe Advisors's SCHR Position: Q3 2025 in Review

Crewe Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 99 shares — an estimated $2.48K sold.

Crewe Advisors first reported a position in SCHR in Q1 2023 and held it in 3 quarters. The position peaked at $30.8K in Q1 2023. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

Crewe Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Crewe Advisors sold 99 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $2.48K.
Crewe Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and held it in 3 quarters.
Crewe Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $30.8K in Q1 2023.
473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.