Garde Capital’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Garde Capital’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	-4,836	Closed	-$121K	–	690
2025 Q2	$121K	Hold	4,836	–	–	0.01%	265
2025 Q1	$120K	Buy	+4,836	New	+$118K	0.01%	259
2018 Q3	–	Sell	-8,876	Closed	-$232K	–	174
2018 Q2	$232K	Hold	8,876	–	–	0.04%	157
2018 Q1	$233K	Sell	8,876 -5,026	-36%	-$132K	0.04%	151
2017 Q4	$371K	Buy	+13,902	New	+$373K	0.07%	127

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 22.96% 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

Garde Capital's SCHR Position: Q3 2025 in Review

Garde Capital sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 4,836 shares — an estimated $121K sold.

Garde Capital first reported a position in SCHR in Q4 2017 and held it in 5 quarters. The position peaked at $371K in Q4 2017. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

Garde Capital reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 4,836 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $121K.
Garde Capital first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2017 and held it in 5 quarters.
Garde Capital's Schwab Intermediately-Term US Treasury ETF position peaked at $371K in Q4 2017.
473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.