DWM
SCHR

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
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