EW
SCHR

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

Element Wealth’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
Q1 		– Sell
-118
Closed -$2.87K – 263
2024
Q4 		$2.87K Hold
118
– – ﹤0.01% 274
2024
Q3 		$2.98K Hold
118
– – ﹤0.01% 271
2024
Q2 		$2.88K Hold
118
– – ﹤0.01% 276
2024
Q1 		$2.89K Hold
118
– – ﹤0.01% 255
2023
Q4 		$2.93K Hold
118
– – ﹤0.01% 243
2023
Q3 		$2.83K Buy
+118
New +$2.87K ﹤0.01% 235

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
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Element Wealth's SCHR Position: Q1 2025 in Review

Element Wealth sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2025, closing a stake of 118 shares — an estimated $2.87K sold.

Element Wealth first reported a position in SCHR in Q3 2023 and held it in 6 quarters. The position peaked at $2.98K in Q3 2024. 441 funds tracked by Wall St. Rank hold SCHR as of Q1 2025.

  • Element Wealth reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 118 Schwab Intermediately-Term US Treasury ETF shares in Q1 2025, an estimated $2.87K.
  • Element Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and held it in 6 quarters.
  • Element Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $2.98K in Q3 2024.
  • 441 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.