Alternative Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Alternative Investment Advisors’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	$1.68M	Sell	67,640 -12,317	-15%	-$309K	0.74%	20
2025 Q4	$2.01M	Sell	79,957 -7,232	-8%	-$182K	0.86%	15
2025 Q3	$2.19M	Sell	87,189 -14,160	-14%	-$354K	1%	14
2025 Q2	$2.54M	Sell	101,349 -275	-0.3%	-$6.81K	1.26%	12
2025 Q1	$2.53M	Buy	101,624 +6,253	+7%	+$153K	1.34%	13
2024 Q4	$2.32M	Buy	95,371 +12,073	+14%	+$297K	1.21%	15
2024 Q3	$2.11M	Buy	83,298 +73,750	+772%	+$1.84M	1.11%	18
2024 Q2	$233K	Buy	+9,548	New	+$231K	0.13%	39

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Alternative Investment Advisors's SCHR Position: Q1 2026 in Review

Alternative Investment Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 15% in Q1 2026, selling an estimated $309K and leaving 67,640 shares worth $1.68M. The position accounts for 0.74% of the portfolio, ranked #20.

Alternative Investment Advisors first reported a position in SCHR in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.54M in Q2 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Alternative Investment Advisors held 67,640 shares of Schwab Intermediately-Term US Treasury ETF worth $1.68M as of Q1 2026.
Alternative Investment Advisors sold 12,317 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $309K.
Schwab Intermediately-Term US Treasury ETF made up 0.74% of Alternative Investment Advisors's portfolio in Q1 2026, its #20 holding.
Alternative Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2024 and has held it in 8 quarters since.
Alternative Investment Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $2.54M in Q2 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Alternative Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.