Old Point Trust & Financial Services N A’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Old Point Trust & Financial Services N A’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	-700	Closed	-$17.6K	–	345
2025 Q3	$17.6K	Hold	700	–	–	0.01%	236
2025 Q2	$17.5K	Sell	700 -1,190	-63%	-$29.5K	0.01%	231
2025 Q1	$47K	Buy	1,890 +1,320	+232%	+$32.3K	0.02%	193
2024 Q4	$13.8K	Buy	+570	New	+$14K	﹤0.01%	258

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Old Point Trust & Financial Services N A's SCHR Position: Q4 2025 in Review

Old Point Trust & Financial Services N A sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 700 shares — an estimated $17.6K sold.

Old Point Trust & Financial Services N A first reported a position in SCHR in Q4 2024 and held it in 4 quarters. The position peaked at $47K in Q1 2025. 486 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

Old Point Trust & Financial Services N A reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Old Point Trust & Financial Services N A sold 700 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $17.6K.
Old Point Trust & Financial Services N A first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and held it in 4 quarters.
Old Point Trust & Financial Services N A's Schwab Intermediately-Term US Treasury ETF position peaked at $47K in Q1 2025.
486 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q4 2025, filed 26 Jan 2026.