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

Destination 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 Q3	–	Sell	-8,968	Closed	-$224K	–	312
2025 Q2	$224K	Buy	+8,968	New	+$222K	0.01%	236
2023 Q2	–	Sell	-8,164	Closed	-$206K	–	223
2023 Q1	$206K	Buy	+8,164	New	+$203K	0.01%	198
2022 Q4	–	Sell	-10,026	Closed	-$246K	–	209
2022 Q3	$246K	Buy	+10,026	New	+$256K	0.01%	171
2019 Q2	–	Sell	-1,090	Closed	-$29K	–	715
2019 Q1	$29K	Sell	1,090 -2,368	-68%	-$62.8K	﹤0.01%	350
2018 Q4	$92K	Buy	3,458 +2,988	+636%	+$77.5K	0.01%	190
2018 Q3	$12K	Sell	470 -3,148	-87%	-$82K	﹤0.01%	446
2018 Q2	$95K	Buy	3,618 +3,572	+7,765%	+$93K	0.01%	189
2018 Q1	$1K	Buy	+46	New	+$1.21K	﹤0.01%	557

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 22.9% 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

Destination Wealth Management's SCHR Position: Q3 2025 in Review

Destination Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 8,968 shares — an estimated $224K sold.

Destination Wealth Management first reported a position in SCHR in Q1 2018 and held it in 8 quarters. The position peaked at $246K in Q3 2022. 474 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

Destination Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Destination Wealth Management sold 8,968 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $224K.
Destination Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2018 and held it in 8 quarters.
Destination Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $246K in Q3 2022.
474 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Destination Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.