AF
SCHR

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

Advisornet 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
2026
Q1 		$53.7K Buy
2,155
+95
+5% +$2.38K ﹤0.01% 1033
2025
Q4 		$51.7K Sell
2,060
-391
-16% -$9.84K ﹤0.01% 1048
2025
Q3 		$61.6K Buy
2,451
+292
+14% +$7.3K ﹤0.01% 960
2025
Q2 		$54K Sell
2,159
-501
-19% -$12.4K ﹤0.01% 971
2025
Q1 		$66.1K Buy
2,660
+1,860
+233% +$45.5K ﹤0.01% 844
2024
Q4 		$19.4K Sell
800
-86
-10% -$2.12K ﹤0.01% 1148
2024
Q3 		$22.4K Buy
886
+20
+2% +$500 ﹤0.01% 1163
2024
Q2 		$21.1K Sell
866
-1,230
-59% -$29.8K ﹤0.01% 1081
2024
Q1 		$51.4K Buy
2,096
+986
+89% +$24.2K ﹤0.01% 807
2023
Q4 		$27.6K Sell
1,110
-1,002
-47% -$24.2K ﹤0.01% 991
2023
Q3 		$50.6K Buy
2,112
+84
+4% +$2.04K ﹤0.01% 781
2023
Q2 		$50K Buy
2,028
+6
+0.3% +$150 ﹤0.01% 814
2023
Q1 		$51K Buy
2,022
+728
+56% +$18.1K ﹤0.01% 794
2022
Q4 		$31.9K Sell
1,294
-3,804
-75% -$93.6K ﹤0.01% 914
2022
Q3 		$125K Buy
5,098
+1,894
+59% +$48.4K 0.01% 608
2022
Q2 		$83K Sell
3,204
-128
-4% -$3.31K 0.01% 725
2022
Q1 		$89K Buy
3,332
+108
+3% +$2.95K 0.01% 791
2021
Q4 		$90K Hold
3,224
– – 0.01% 848
2021
Q3 		$91K Buy
3,224
+20
+0.6% +$572 0.01% 824
2021
Q2 		$91K Hold
3,204
– – 0.01% 811
2021
Q1 		$90K Sell
3,204
-1,674
-34% -$48K 0.01% 783
2020
Q4 		$142K Sell
4,878
-20
-0.4% -$583 0.01% 591
2020
Q3 		$144K Sell
4,898
-302,926
-98% -$8.89M 0.01% 576
2020
Q2 		$9.05M Buy
307,824
+62,178
+25% +$1.82M 0.73% 24
2020
Q1 		$7.22M Buy
245,646
+119,966
+95% +$3.39M 0.67% 29
2019
Q4 		$3.45M Buy
125,680
+33,060
+36% +$914K 0.29% 73
2019
Q3 		$2.57M Buy
92,620
+32,000
+53% +$886K 0.24% 97
2019
Q2 		$1.67M Buy
60,620
+60,594
+233,054% +$1.64M 0.18% 120
2019
Q1 		$1K Sell
26
-64
-71% -$1.7K ﹤0.01% 1532
2018
Q4 		$2K Hold
90
– – ﹤0.01% 1359
2018
Q3 		$2K Sell
90
-70
-44% -$1.82K ﹤0.01% 1380
2018
Q2 		$4K Buy
160
+134
+515% +$3.49K ﹤0.01% 1320
2018
Q1 		$1K Hold
26
– – ﹤0.01% 1361
2017
Q4 		$1K Buy
+26
New +$697 ﹤0.01% 1229

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

Advisornet Financial's SCHR Position: Q1 2026 in Review

Advisornet Financial increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.6% in Q1 2026, buying an estimated $2.38K and bringing the position to 2,155 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Advisornet Financial first reported a position in SCHR in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.05M in Q2 2020. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Advisornet Financial held 2,155 shares of Schwab Intermediately-Term US Treasury ETF worth $53.7K as of Q1 2026.
  • Advisornet Financial bought 95 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $2.38K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1033 holding.
  • Advisornet Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2017 and has held it in 34 quarters since.
  • Advisornet Financial's Schwab Intermediately-Term US Treasury ETF position peaked at $9.05M in Q2 2020.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.