SRCM
SCHR

Signature Resources Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Signature Resources Capital 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
2026
Q1 		$125 Buy
+5
New +$125 ﹤0.01% 647
2025
Q3 		– Sell
-29
Closed -$726 – 550
2025
Q2 		$726 Hold
29
– – ﹤0.01% 491
2025
Q1 		$721 Hold
29
– – ﹤0.01% 352
2024
Q4 		$704 Sell
29
-29
-50% -$714 ﹤0.01% 344
2024
Q3 		$1.47K Sell
58
-4
-6% -$100 ﹤0.01% 319
2024
Q2 		$1.51K Hold
62
– – ﹤0.01% 339
2024
Q1 		$1.54K Hold
62
– – ﹤0.01% 326
2023
Q4 		$1.54K Buy
+62
New +$1.5K ﹤0.01% 327

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 $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return