NWM
SCHR

Napa Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Napa Wealth Management’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
Q2 		– Sell
-20,259
Closed -$504K – 174
2025
Q1 		$504K Buy
+20,259
New +$496K 0.28% 103

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
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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 $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Napa Wealth Management's SCHR Position: Q2 2025 in Review

Napa Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 20,259 shares — an estimated $504K sold.

Napa Wealth Management first reported a position in SCHR in Q1 2025 and held it in 1 quarter. The position peaked at $504K in Q1 2025. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

  • Napa Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Napa Wealth Management sold 20,259 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $504K.
  • Napa Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Napa Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $504K in Q1 2025.
  • 462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.