PWM
SCHR

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

Purus 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
-8,885
Closed -$221K – 142
2025
Q1 		$221K Buy
8,885
+285
+3% +$6.98K 0.09% 111
2024
Q4 		$209K Hold
8,600
– – 0.08% 116
2024
Q3 		$218K Buy
+8,600
New +$215K 0.09% 111

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 $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

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

Purus Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 8,885 shares — an estimated $221K sold.

Purus Wealth Management first reported a position in SCHR in Q3 2024 and held it in 3 quarters. The position peaked at $221K in Q1 2025. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

  • Purus Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Purus Wealth Management sold 8,885 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $221K.
  • Purus Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2024 and held it in 3 quarters.
  • Purus Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $221K in Q1 2025.
  • 462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on Purus Wealth Management's 13F filing for Q2 2025, filed 1 Aug 2025.