CWM
SCHR

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

Crowley 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
Q4 		– Sell
-631
Closed -$15.9K – 287
2025
Q3 		$15.9K Buy
+631
New +$15.8K 0.01% 240

Other funds holding SCHR

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Crowley Wealth Management's SCHR Position: Q4 2025 in Review

Crowley Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 631 shares — an estimated $15.9K sold.

Crowley Wealth Management first reported a position in SCHR in Q3 2025 and held it in 1 quarter. The position peaked at $15.9K in Q3 2025. 484 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

  • Crowley Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 631 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $15.9K.
  • Crowley Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Crowley Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $15.9K in Q3 2025.
  • 484 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.