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APSTX vs SCHR

Shared holdings
4
APSTX covered by SCHR
3.83%
SCHR covered by APSTX
3.83%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

APSTX (Feb. 28, 2026)

SecurityWeight
US TREASURY N/B4.85%
WESTERN UNION CO4.26%
US TREASURY N/B3.83%
CAVANAL HILL GOVERNMENT SECURITIES MONEY MARKET3.56%
Truist Financial Corp., Series N3.41%
SCHW V4 PERP I3.38%
Goodgreen Trust, Series 2020-1A, Class A3.30%
US TREASURY N/B3.25%
BAT CAPITAL CORP2.56%
ZAXBYS FUNDING LLC ZAXBY 2021 1A A2 144A2.55%
HI-FI MUSIC IP ISSUER LP HIFI 2022 1A A2 144A2.51%
CWABS ASSET BACKED CERTIFICATES TRUST 2007 42.47%
AIO ISSUER 2024 1 LLC2.34%
ORACLE CORP2.24%
FNMA, REMIC Trust, Whole Loan, Series 2004-W10, Class A62.15%
PNMSR 2024-GT1 A2.14%
Flexential Issuer, LLC2.08%
US TREASURY N/B2.00%
Fannie Mae Grantor Trust 2003-T41.99%
US TREASURY N/B1.71%
JP Morgan Mortgage Trust 2024-CCM11.68%
FNMA REMIC Trust, Series 2003-W14, Class 2A1.65%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION1.46%
FEDERAL HOME LOAN MORTGAGE CORP1.45%
CLI FUNDING VIII LLC CLIF 2021 1A B 144A1.43%
JP MORGAN MORTGAGE TRUST1.41%
FEDERAL FARM CREDIT BANK1.38%
FEDERAL NATIONAL MORTGAGE ASSOCIATION1.33%
COMMONSPIRIT1.33%
FREMONT HOME LOAN TRUST1.33%
HUMANA INC1.31%
FEDERAL NATIONAL MORTGAGE ASSOCIATION1.21%
JP MORGAN MORTGAGE TRUST1.18%
ENTERGY MISSISSIPPI LLC1.15%
TMCL 2020-1A A 144A 2.73% 08-21-451.10%
FEDERAL HOME LOAN BANK1.01%
FEDERAL FARM CREDIT BANK0.98%
GS MORTGAGE BACKED SECURITIES CORP TRUST0.97%
EMERSON ELECTRIC0.96%
MASTER ALTERNATIVE LOANS TRUST MALT0.91%
UMBS0.81%
FNMA_03-W160.80%
FREDDIE MAC0.80%
FLAGSTAR MORTGAGE TRUST 2021 40.65%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION0.65%
BROADCOM INC0.64%
BANK OF AMER CRP0.59%
GSR MORTGAGE LOAN TRUST0.54%
CS FIRST BOSTON MORTGAGE SECURITIES CORP0.53%
FEDERAL NATIONAL MORTGAGE ASSOCIATION0.52%

SCHR (March 31, 2026)

SecurityWeight
US TREASURY N/B2.83%
US TREASURY N/B1.95%
US TREASURY N/B1.92%
US TREASURY N/B1.90%
US TREASURY N/B1.89%
US TREASURY N/B1.89%
US TREASURY N/B1.86%
US TREASURY N/B1.85%
US TREASURY N/B1.85%
US TREASURY N/B1.84%
US TREASURY N/B1.68%
US TREASURY N/B1.68%
US TREASURY N/B1.57%
US TREASURY N/B1.56%
US TREASURY N/B1.52%
US TREASURY N/B1.52%
US TREASURY N/B1.51%
US TREASURY N/B1.50%
US TREASURY N/B1.49%
US TREASURY N/B1.47%
US TREASURY N/B1.46%
US TREASURY N/B1.46%
US TREASURY N/B1.44%
US TREASURY N/B1.43%
US TREASURY N/B1.36%
US TREASURY N/B1.29%
US TREASURY N/B1.16%
US TREASURY N/B1.15%
US TREASURY N/B1.13%
US TREASURY N/B1.13%
US TREASURY N/B1.13%
US TREASURY N/B1.13%
US TREASURY N/B1.12%
US TREASURY N/B1.12%
US TREASURY N/B1.12%
US TREASURY N/B1.11%
US TREASURY N/B1.11%
US TREASURY N/B1.11%
US TREASURY N/B1.11%
US TREASURY N/B1.11%
US TREASURY N/B1.11%
US TREASURY N/B1.11%
US TREASURY N/B1.11%
US TREASURY N/B1.10%
US TREASURY N/B1.10%
US TREASURY N/B1.09%
US TREASURY N/B0.98%
US TREASURY N/B0.85%
US TREASURY N/B0.77%
US TREASURY N/B0.75%

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