ACA
SCHR

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

Aptus Capital 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 		$58K Hold
2,328
– – ﹤0.01% 1257
2025
Q4 		$58.4K Sell
2,328
-4,015
-63% -$101K ﹤0.01% 1270
2025
Q3 		$159K Buy
6,343
+3,559
+128% +$88.9K ﹤0.01% 1019
2025
Q2 		$69.7K Sell
2,784
-1,455
-34% -$36.1K ﹤0.01% 1131
2025
Q1 		$105K Sell
4,239
-2,796
-40% -$68.5K ﹤0.01% 1002
2024
Q4 		$171K Buy
7,035
+4,697
+201% +$116K ﹤0.01% 918
2024
Q3 		$29.6K Sell
2,338
-272
-10% -$6.8K ﹤0.01% 992
2024
Q2 		$63.6K Buy
2,610
+2,122
+435% +$51.4K ﹤0.01% 869
2024
Q1 		$12K Buy
488
+478
+4,780% +$11.8K ﹤0.01% 1014
2023
Q4 		$249 Buy
+10
New +$242 ﹤0.01% 910
2023
Q1 		– Sell
-26
Closed -$640 – 881
2022
Q4 		$640 Hold
26
– – ﹤0.01% 774
2022
Q3 		$1K Buy
26
+2
+8% +$51 ﹤0.01% 759
2022
Q2 		$1K Hold
24
– – ﹤0.01% 653
2022
Q1 		$1K Buy
+24
New +$655 ﹤0.01% 673

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

Aptus Capital Advisors's SCHR Position: Q1 2026 in Review

Aptus Capital Advisors held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2026 at 2,328 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Aptus Capital Advisors first reported a position in SCHR in Q1 2022 and has held it in 14 quarters since. The position peaked at $171K in Q4 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Aptus Capital Advisors held 2,328 shares of Schwab Intermediately-Term US Treasury ETF worth $58K as of Q1 2026.
  • Aptus Capital Advisors left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1257 holding.
  • Aptus Capital Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2022 and has held it in 14 quarters since.
  • Aptus Capital Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $171K in Q4 2024.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.