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

Altiora Financial Group’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	$16.3M	Buy	652,805 +8,509	+1%	+$213K	2.68%	9
2025 Q4	$16.2M	Buy	644,296 +9,049	+1%	+$228K	2.78%	9
2025 Q3	$16M	Buy	635,247 +2,875	+0.5%	+$71.8K	2.92%	8
2025 Q2	$15.8M	Buy	632,372 +83	+0%	+$2.06K	3.09%	7
2025 Q1	$15.7M	Sell	632,289 -6,502	-1%	-$159K	3.34%	7
2024 Q4	$15.5M	Sell	638,791 -41,537	-6%	-$1.02M	3.38%	6
2024 Q3	$17.2M	Sell	680,328 -7,150	-1%	-$179K	3.81%	6
2024 Q2	$16.8M	Buy	687,478 +260,456	+61%	+$6.31M	4.02%	6
2024 Q1	$10.5M	Sell	427,022 -25,494	-6%	-$627K	2.84%	9
2023 Q4	$11.2M	Buy	452,516 +290,674	+180%	+$7.02M	3.26%	8
2023 Q3	$3.88M	Sell	161,842 -154,222	-49%	-$3.75M	1.8%	12
2023 Q2	$7.79M	Sell	316,064 -2,392	-0.8%	-$59.9K	3.42%	7
2023 Q1	$8.03M	Buy	318,456 +20,950	+7%	+$522K	3.7%	6
2022 Q4	$7.32M	Buy	+297,506	New	+$7.32M	3.66%	6

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 $21.9B AUM 68.6% 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

Altiora Financial Group's SCHR Position: Q1 2026 in Review

Altiora Financial Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 1.3% in Q1 2026, buying an estimated $213K and bringing the position to 652,805 shares worth $16.3M. The position accounts for 2.68% of the portfolio, ranked #9.

Altiora Financial Group first reported a position in SCHR in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.2M in Q3 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Altiora Financial Group held 652,805 shares of Schwab Intermediately-Term US Treasury ETF worth $16.3M as of Q1 2026.
Altiora Financial Group bought 8,509 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $213K.
Schwab Intermediately-Term US Treasury ETF made up 2.68% of Altiora Financial Group's portfolio in Q1 2026, its #9 holding.
Altiora Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 14 quarters since.
Altiora Financial Group's Schwab Intermediately-Term US Treasury ETF position peaked at $17.2M in Q3 2024.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.