KSWA
SCHR

Kathleen S. Wright Associates’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Kathleen S. Wright Associates’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 		$2.78M Buy
110,723
+10,965
+11% +$274K 1.03% 22
2025
Q2 		$2.5M Sell
99,758
-3,292
-3% -$81.6K 0.97% 24
2025
Q1 		$2.56M Sell
103,050
-889
-0.9% -$21.8K 1.06% 23
2024
Q4 		$2.52M Buy
103,939
+7,169
+7% +$176K 1.05% 23
2024
Q3 		$2.45M Buy
96,770
+19,104
+25% +$477K 1.01% 24
2024
Q2 		$1.89M Buy
77,666
+1,720
+2% +$41.6K 0.87% 29
2024
Q1 		$1.86M Sell
75,946
-1,126
-1% -$27.7K 0.88% 29
2023
Q4 		$1.92M Buy
77,072
+21,506
+39% +$520K 0.97% 27
2023
Q3 		$1.33M Buy
55,566
+11,242
+25% +$274K 0.75% 38
2023
Q2 		$1.09M Buy
44,324
+2,636
+6% +$66K 0.7% 38
2023
Q1 		$1.05M Buy
41,688
+5,384
+15% +$134K 0.69% 40
2022
Q4 		$894K Buy
36,304
+19,108
+111% +$470K 0.61% 41
2022
Q3 		$423K Buy
17,196
+6,522
+61% +$167K 0.34% 64
2022
Q2 		$275K Buy
10,674
+5,958
+126% +$154K 0.23% 69
2022
Q1 		$126K Buy
4,716
+3,318
+237% +$90.6K 0.09% 91
2021
Q4 		$39K Buy
+1,398
New +$39.3K 0.03% 109

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

Kathleen S. Wright Associates's SCHR Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 11% in Q3 2025, buying an estimated $274K and bringing the position to 110,723 shares worth $2.78M. The position accounts for 1.03% of the portfolio, ranked #22.

Kathleen S. Wright Associates first reported a position in SCHR in Q4 2021 and has held it in 16 quarters since. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

  • Kathleen S. Wright Associates held 110,723 shares of Schwab Intermediately-Term US Treasury ETF worth $2.78M as of Q3 2025.
  • Kathleen S. Wright Associates bought 10,965 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $274K.
  • Schwab Intermediately-Term US Treasury ETF made up 1.03% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #22 holding.
  • Kathleen S. Wright Associates first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 16 quarters since.
  • 473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.