AO
SCHR

Advisor OS’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Advisor OS’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
2026
Q1 		– Sell
-10,883
Closed -$273K – 623
2025
Q4 		$273K Buy
10,883
+1,044
+11% +$26.3K 0.02% 400
2025
Q3 		$247K Buy
9,839
+668
+7% +$16.7K 0.02% 404
2025
Q2 		$230K Buy
+9,171
New +$227K 0.02% 405
2020
Q3 		– Sell
-12,468
Closed -$366K – 143
2020
Q2 		$366K Buy
+12,468
New +$366K 0.22% 93

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Advisor OS's SCHR Position: Q1 2026 in Review

Advisor OS sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 10,883 shares — an estimated $273K sold.

Advisor OS first reported a position in SCHR in Q2 2020 and held it in 4 quarters. The position peaked at $366K in Q2 2020. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Advisor OS reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 10,883 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $273K.
  • Advisor OS first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2020 and held it in 4 quarters.
  • Advisor OS's Schwab Intermediately-Term US Treasury ETF position peaked at $366K in Q2 2020.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.