SCHR — SCHWAB INTERMEDIATE-TERM US TREASURY ETF

Ownership history in Aspect Partners, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Aspect Partners, LLC reported a position in SCHWAB INTERMEDIATE-TERM US TREASURY ETF (SCHR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.35% (2024 Q1)
Avg. % of fund
0.18%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 451 — 0% 0.01% $11K $24.66
2025 Q2 REDUCED 451 -8,550 -95.0% 0.01% $11K $24.32
2024 Q2 ADDED 9,001 +46 +0.5% 0.26% $439K $22.81
2024 Q1 REDUCED 8,955 -100 -1.1% 0.35% $439K $22.72
2023 Q4 INITIATED 9,055 — — 0.29% $450K —
% of Fund (quarterly)    SCHR price (monthly, adj. close)

Other funds also holding SCHR

As of 2025 Q4 — sorted by position size

Cornerstone Wealth Advisors, Inc. 3Y 21.95% HC Advisors, LLC 3Y 14.88% Hapanowicz & Associates Financial Services, Inc 3Y 7Y 13.13% Pacific Sage Partners, LLC 3Y 12.61% Beacon Wealthcare LLC 3Y 11.59% Crane Advisory, LLC 3Y 10.55% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 10.35% Downshift Financial, LLC 8.42% Blake Schutter Theil Wealth Advisors, LLC 7.28% FLC Capital Advisors 3Y 7Y 7.15%
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