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

Ancora 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	–	Sell	-3,404	Closed	-$85.4K	–	2530
2025 Q4	$85.4K	Buy	+3,404	New	+$85.7K	﹤0.01%	966
2022 Q4	–	Sell	-1,394	Closed	-$34K	–	1927
2022 Q3	$34K	Buy	1,394 +1,084	+350%	+$27.7K	﹤0.01%	1194
2022 Q2	$8K	Buy	310 +238	+331%	+$6.15K	﹤0.01%	1665
2022 Q1	$2K	Sell	72 -6,584	-99%	-$180K	﹤0.01%	2150
2021 Q4	$187K	Sell	6,656 -42	-0.6%	-$1.18K	﹤0.01%	827
2021 Q3	$190K	Buy	+6,698	New	+$192K	﹤0.01%	798

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

Ancora Advisors's SCHR Position: Q1 2026 in Review

Ancora Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 3,404 shares — an estimated $85.4K sold.

Ancora Advisors first reported a position in SCHR in Q3 2021 and held it in 6 quarters. The position peaked at $190K in Q3 2021. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Ancora Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Ancora Advisors sold 3,404 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $85.4K.
Ancora Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2021 and held it in 6 quarters.
Ancora Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $190K in Q3 2021.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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