VCM
SCHR

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

Vision 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
2025
Q2 		– Sell
-16,314
Closed -$406K – 146
2025
Q1 		$406K Sell
16,314
-631
-4% -$15.4K 0.06% 102
2024
Q4 		$412K Sell
16,945
-5,065
-23% -$125K 0.06% 99
2024
Q3 		$557K Sell
22,010
-1,564
-7% -$39.1K 0.08% 88
2024
Q2 		$575K Sell
23,574
-82
-0.3% -$1.99K 0.09% 86
2024
Q1 		$580K Sell
23,656
-518
-2% -$12.7K 0.09% 87
2023
Q4 		$601K Buy
+24,174
New +$584K 0.09% 85
2023
Q3 		– Sell
-17,118
Closed -$422K – 96
2023
Q2 		$422K Sell
17,118
-88
-0.5% -$2.21K 0.07% 80
2023
Q1 		$434K Sell
17,206
-90
-0.5% -$2.24K 0.08% 81
2022
Q4 		$426K Sell
17,296
-234
-1% -$5.76K 0.08% 79
2022
Q3 		$431K Sell
17,530
-2,198
-11% -$56.2K 0.09% 78
2022
Q2 		$509K Buy
19,728
+1,576
+9% +$40.7K 0.1% 79
2022
Q1 		$483K Sell
18,152
-1,744
-9% -$47.6K 0.08% 83
2021
Q4 		$558K Sell
19,896
-192
-1% -$5.4K 0.08% 86
2021
Q3 		$570K Sell
20,088
-768
-4% -$22K 0.09% 81
2021
Q2 		$593K Sell
20,856
-1,682
-7% -$47.7K 0.1% 79
2021
Q1 		$636K Buy
22,538
+6,664
+42% +$191K 0.11% 79
2020
Q4 		$462K Buy
15,874
+1,420
+10% +$41.4K 0.09% 82
2020
Q3 		$424K Sell
14,454
-3,270
-18% -$96K 0.09% 77
2020
Q2 		$521K Sell
17,724
-4,920
-22% -$144K 0.12% 75
2020
Q1 		$666K Sell
22,644
-11,548
-34% -$326K 0.18% 64
2019
Q4 		$939K Buy
34,192
+7,486
+28% +$207K 0.22% 62
2019
Q3 		$742K Sell
26,706
-64
-0.2% -$1.77K 0.19% 63
2019
Q2 		$736K Buy
26,770
+16,846
+170% +$455K 0.19% 62
2019
Q1 		$267K Buy
9,924
+1,450
+17% +$38.5K 0.07% 75
2018
Q4 		$224K Sell
8,474
-18,396
-68% -$477K 0.07% 72
2018
Q3 		$696K Buy
26,870
+6,704
+33% +$175K 0.19% 62
2018
Q2 		$528K Buy
20,166
+1,210
+6% +$31.5K 0.15% 68
2018
Q1 		$498K Buy
+18,956
New +$498K 0.15% 70

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $3.37T AUM 44.26% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return

Vision Capital Management's SCHR Position: Q2 2025 in Review

Vision Capital Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 16,314 shares — an estimated $406K sold.

Vision Capital Management first reported a position in SCHR in Q1 2018 and held it in 28 quarters. The position peaked at $939K in Q4 2019. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

  • Vision Capital Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Vision Capital Management sold 16,314 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $406K.
  • Vision Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2018 and held it in 28 quarters.
  • Vision Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $939K in Q4 2019.
  • 462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on Vision Capital Management's 13F filing for Q2 2025, filed 16 Jul 2025.