Simplex Trading
SCHR

Simplex Trading’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Simplex Trading’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
-76
Closed -$1K – 9941
2025
Q2 		$1K Hold
76
– – ﹤0.01% 8416
2025
Q1 		$1K Buy
+76
New +$1.86K ﹤0.01% 8299
2024
Q4 		– Sell
-100
Closed -$2K – 9496
2024
Q3 		$2K Buy
+100
New +$2.5K ﹤0.01% 8062
2022
Q4 		– Sell
-258
Closed -$6K – 10267
2022
Q3 		$6K Buy
+258
New +$6.59K ﹤0.01% 8678

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

Simplex Trading's SCHR Position: Q3 2025 in Review

Simplex Trading sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 76 shares — an estimated $1K sold.

Simplex Trading first reported a position in SCHR in Q3 2022 and held it in 4 quarters. The position peaked at $6K in Q3 2022. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

  • Simplex Trading reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 76 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $1K.
  • Simplex Trading first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2022 and held it in 4 quarters.
  • Simplex Trading's Schwab Intermediately-Term US Treasury ETF position peaked at $6K in Q3 2022.
  • 473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.