RA
SCHR

Ransom Advisory’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Ransom Advisory’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 		$903K Buy
+36,000
New +$906K 0.36% 56
2025
Q1 		– Sell
-11,000
Closed -$267K – 396
2024
Q4 		$267K Buy
+11,000
New +$271K 0.12% 113

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
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 $374B AUM 17.66% 1-Year Est. Return

Ransom Advisory's SCHR Position: Q4 2025 in Review

Ransom Advisory opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025: 36,000 shares worth $903K. The stake represents 0.36% of the portfolio and ranks #56 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in SCHR as recently as Q4 2024.

Ransom Advisory first reported a position in SCHR in Q4 2024 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

  • Ransom Advisory held 36,000 shares of Schwab Intermediately-Term US Treasury ETF worth $903K as of Q4 2025.
  • Schwab Intermediately-Term US Treasury ETF was a new Ransom Advisory position in Q4 2025.
  • Schwab Intermediately-Term US Treasury ETF made up 0.36% of Ransom Advisory's portfolio in Q4 2025, its #56 holding.
  • Ransom Advisory first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 2 quarters since.
  • 483 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.