LGA
SCHR

Lebenthal Global Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Lebenthal Global Advisors’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
-10,585
Closed -$265K – 212
2025
Q2 		$265K Buy
+10,585
New +$262K 0.05% 170

Other funds holding SCHR

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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

Lebenthal Global Advisors's SCHR Position: Q3 2025 in Review

Lebenthal Global Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 10,585 shares — an estimated $265K sold.

Lebenthal Global Advisors first reported a position in SCHR in Q2 2025 and held it in 1 quarter. The position peaked at $265K in Q2 2025. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

  • Lebenthal Global Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Lebenthal Global Advisors sold 10,585 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $265K.
  • Lebenthal Global Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Lebenthal Global Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $265K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Lebenthal Global Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.