Richard W. Paul & Associates’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Richard W. Paul & Associates’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	–	Sell	-1,720	Closed	-$43.1K	–	338
2025 Q2	$43.1K	Hold	1,720	–	–	0.02%	195
2025 Q1	$42.8K	Hold	1,720	–	–	0.02%	197
2024 Q4	$41.8K	Hold	1,720	–	–	0.02%	218
2024 Q3	$43.5K	Buy	+1,720	New	+$43K	0.02%	220

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

Richard W. Paul & Associates's SCHR Position: Q3 2025 in Review

Richard W. Paul & Associates sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 1,720 shares — an estimated $43.1K sold.

Richard W. Paul & Associates first reported a position in SCHR in Q3 2024 and held it in 4 quarters. The position peaked at $43.5K in Q3 2024. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

Richard W. Paul & Associates reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 1,720 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $43.1K.
Richard W. Paul & Associates first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2024 and held it in 4 quarters.
Richard W. Paul & Associates's Schwab Intermediately-Term US Treasury ETF position peaked at $43.5K in Q3 2024.
473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Richard W. Paul & Associates's 13F filing for Q3 2025, filed 13 Nov 2025.