CFB
SCHR

Cullen/Frost Bankers’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Cullen/Frost Bankers’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
-545
Closed -$13.7K – 1521
2025
Q3 		$13.7K Buy
+545
New +$13.6K ﹤0.01% 1021

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 $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 $1.37T AUM 24.88% 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

Cullen/Frost Bankers's SCHR Position: Q4 2025 in Review

Cullen/Frost Bankers sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 545 shares — an estimated $13.7K sold.

Cullen/Frost Bankers first reported a position in SCHR in Q3 2025 and held it in 1 quarter. The position peaked at $13.7K in Q3 2025. 483 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

  • Cullen/Frost Bankers reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Cullen/Frost Bankers sold 545 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $13.7K.
  • Cullen/Frost Bankers first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Cullen/Frost Bankers's Schwab Intermediately-Term US Treasury ETF position peaked at $13.7K in Q3 2025.
  • 483 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Cullen/Frost Bankers's 13F filing for Q4 2025, filed 6 Feb 2026.