AIM
SCHR

Advyzon Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Advyzon Investment Management’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 		$1.07M Buy
42,758
+7,129
+20% +$179K 0.1% 212
2025
Q4 		$894K Buy
35,629
+1,678
+5% +$42.2K 0.1% 198
2025
Q3 		$853K Sell
33,951
-566
-2% -$14.1K 0.15% 142
2025
Q2 		$864K Buy
+34,517
New +$855K 0.19% 109

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 $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Advyzon Investment Management's SCHR Position: Q1 2026 in Review

Advyzon Investment Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 20% in Q1 2026, buying an estimated $179K and bringing the position to 42,758 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #212.

Advyzon Investment Management first reported a position in SCHR in Q2 2025 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Advyzon Investment Management held 42,758 shares of Schwab Intermediately-Term US Treasury ETF worth $1.07M as of Q1 2026.
  • Advyzon Investment Management bought 7,129 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $179K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.1% of Advyzon Investment Management's portfolio in Q1 2026, its #212 holding.
  • Advyzon Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.