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

LexAurum 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 Q1	–	Sell	-209,296	Closed	-$5.08M	–	360
2024 Q4	$5.08M	Buy	209,296 +7,904	+4%	+$194K	1.01%	28
2024 Q3	$5.1M	Buy	201,392 +30,926	+18%	+$773K	1.12%	23
2024 Q2	$4.16M	Sell	170,466 -48,230	-22%	-$1.17M	1.01%	27
2024 Q1	$5.36M	Sell	218,696 -22,886	-9%	-$563K	1.35%	17
2023 Q4	$6.01M	Buy	241,582 +8,658	+4%	+$209K	1.57%	13
2023 Q3	$5.58M	Buy	+232,924	New	+$5.67M	1.63%	13

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LexAurum Advisors's SCHR Position: Q1 2025 in Review

LexAurum Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2025, closing a stake of 209,296 shares — an estimated $5.08M sold.

LexAurum Advisors first reported a position in SCHR in Q3 2023 and held it in 6 quarters. The position peaked at $6.01M in Q4 2023. 441 funds tracked by Wall St. Rank hold SCHR as of Q1 2025.

LexAurum Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
LexAurum Advisors sold 209,296 Schwab Intermediately-Term US Treasury ETF shares in Q1 2025, an estimated $5.08M.
LexAurum Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and held it in 6 quarters.
LexAurum Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $6.01M in Q4 2023.
441 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2025.

Based on LexAurum Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.