WCF
SCHR

West Coast Financial’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

West Coast Financial’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
-1,466,598
Closed -$36.5M – 125
2025
Q1 		$36.5M Buy
1,466,598
+38,562
+3% +$944K 4.16% 4
2024
Q4 		$34.7M Buy
1,428,036
+71,926
+5% +$1.77M 3.82% 5
2024
Q3 		$34.3M Buy
1,356,110
+156,852
+13% +$3.92M 3.77% 5
2024
Q2 		$29.2M Buy
1,199,258
+186,804
+18% +$4.52M 3.47% 5
2024
Q1 		$24.8M Buy
1,012,454
+256,486
+34% +$6.31M 3.01% 5
2023
Q4 		$18.8M Buy
755,968
+117,976
+18% +$2.85M 2.47% 6
2023
Q3 		$15.3M Buy
637,992
+316
+0% +$7.69K 2.28% 8
2023
Q2 		$15.7M Sell
637,676
-34,922
-5% -$875K 2.22% 7
2023
Q1 		$17M Buy
672,598
+23,718
+4% +$591K 2.6% 5
2022
Q4 		$16M Sell
648,880
-24,308
-4% -$598K 2.71% 5
2022
Q3 		$16.5M Buy
673,188
+26,574
+4% +$679K 3.04% 5
2022
Q2 		$16.7M Buy
646,614
+107,432
+20% +$2.78M 2.96% 5
2022
Q1 		$14.4M Buy
539,182
+29,378
+6% +$802K 2.21% 7
2021
Q4 		$14.3M Buy
509,804
+260,110
+104% +$7.32M 2.05% 8
2021
Q3 		$7.08M Buy
249,694
+28,162
+13% +$806K 1.14% 31
2021
Q2 		$6.3M Buy
221,532
+16,312
+8% +$463K 1.03% 34
2021
Q1 		$5.79M Buy
205,220
+12,864
+7% +$369K 1.01% 38
2020
Q4 		$5.6M Sell
192,356
-9,930
-5% -$289K 1.08% 33
2020
Q3 		$5.93M Buy
202,286
+77,008
+61% +$2.26M 1.34% 26
2020
Q2 		$3.68M Sell
125,278
-67,134
-35% -$1.97M 0.9% 42
2020
Q1 		$5.66M Sell
192,412
-26,968
-12% -$762K 1.5% 28
2019
Q4 		$6.03M Buy
219,380
+36,890
+20% +$1.02M 1.28% 32
2019
Q3 		$5.07M Buy
182,490
+52,402
+40% +$1.45M 1.15% 35
2019
Q2 		$3.58M Buy
130,088
+49,694
+62% +$1.34M 0.82% 43
2019
Q1 		$2.16M Buy
80,394
+32,650
+68% +$866K 0.51% 46
2018
Q4 		$1.26M Buy
47,744
+9,292
+24% +$241K 0.36% 56
2018
Q3 		$996K Buy
38,452
+21,988
+134% +$573K 0.23% 75
2018
Q2 		$431K Buy
+16,464
New +$429K 0.12% 79

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 $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

West Coast Financial's SCHR Position: Q2 2025 in Review

West Coast Financial sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 1,466,598 shares — an estimated $36.5M sold.

West Coast Financial first reported a position in SCHR in Q2 2018 and held it in 28 quarters. The position peaked at $36.5M in Q1 2025. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

  • West Coast Financial reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 1,466,598 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $36.5M.
  • West Coast Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2018 and held it in 28 quarters.
  • West Coast Financial's Schwab Intermediately-Term US Treasury ETF position peaked at $36.5M in Q1 2025.
  • 462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.