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SCHR

Lowe Brockenbrough & Co’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Lowe Brockenbrough & Co’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
-590
Closed -$14.8K – 341
2025
Q3 		$14.8K Hold
590
– – ﹤0.01% 319
2025
Q2 		$14.8K Buy
+590
New +$14.6K ﹤0.01% 304

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $424B AUM 22.96% 1-Year Est. Return

Lowe Brockenbrough & Co's SCHR Position: Q4 2025 in Review

Lowe Brockenbrough & Co sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 590 shares — an estimated $14.8K sold.

Lowe Brockenbrough & Co first reported a position in SCHR in Q2 2025 and held it in 2 quarters. The position peaked at $14.8K in Q3 2025. 484 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

  • Lowe Brockenbrough & Co reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 590 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $14.8K.
  • Lowe Brockenbrough & Co first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Lowe Brockenbrough & Co's Schwab Intermediately-Term US Treasury ETF position peaked at $14.8K in Q3 2025.
  • 484 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Lowe Brockenbrough & Co's 13F filing for Q4 2025, filed 11 Feb 2026.