PC
SCHR

Promus Capital’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Promus Capital’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 		$2.01K Hold
80
– – ﹤0.01% 281
2025
Q2 		$2K Hold
80
– – ﹤0.01% 288
2025
Q1 		$1.99K Hold
80
– – ﹤0.01% 294
2024
Q4 		$1.94K Buy
+80
New +$1.97K ﹤0.01% 290

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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

Promus Capital's SCHR Position: Q3 2025 in Review

Promus Capital held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q3 2025 at 80 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Promus Capital first reported a position in SCHR in Q4 2024 and has held it in 4 quarters since. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

  • Promus Capital held 80 shares of Schwab Intermediately-Term US Treasury ETF worth $2.01K as of Q3 2025.
  • Promus Capital left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q3 2025.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Promus Capital's portfolio in Q3 2025, its #281 holding.
  • Promus Capital first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 4 quarters since.
  • 473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.