HWP
SCHR

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

Highline Wealth Partners’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
-76
Closed -$1.91K – 1154
2025
Q3 		$1.91K Hold
76
– – ﹤0.01% 859
2025
Q2 		$1.9K Buy
+76
New +$1.88K ﹤0.01% 646
2025
Q1 		– Sell
-139
Closed -$3.38K – 1048
2024
Q4 		$3.38K Buy
+139
New +$3.42K ﹤0.01% 398

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
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 $374B AUM 17.66% 1-Year Est. Return

Highline Wealth Partners's SCHR Position: Q4 2025 in Review

Highline Wealth Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 76 shares — an estimated $1.91K sold.

Highline Wealth Partners first reported a position in SCHR in Q4 2024 and held it in 3 quarters. The position peaked at $3.38K in Q4 2024. 483 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

  • Highline Wealth Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Highline Wealth Partners sold 76 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $1.91K.
  • Highline Wealth Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and held it in 3 quarters.
  • Highline Wealth Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $3.38K in Q4 2024.
  • 483 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Highline Wealth Partners's 13F filing for Q4 2025, filed 15 Jan 2026.