Arax Advisory Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Arax Advisory Partners’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	-34	Closed	-$853	–	4258
2025 Q4	$853	Buy	+34	New	+$856	﹤0.01%	3520
2023 Q4	–	Sell	-294	Closed	-$7.07K	–	1413
2023 Q3	$7.07K	Buy	+294	New	+$7.16K	﹤0.01%	802
2023 Q1	–	Sell	-234	Closed	-$5.76K	–	1306
2022 Q4	$5.76K	Buy	+234	New	+$5.76K	﹤0.01%	755
2022 Q2	–	Sell	-90	Closed	-$2K	–	1226
2022 Q1	$2K	Hold	90	–	–	﹤0.01%	964
2021 Q4	$3K	Buy	+90	New	+$2.53K	﹤0.01%	845

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

Arax Advisory Partners's SCHR Position: Q1 2026 in Review

Arax Advisory Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 34 shares — an estimated $853 sold.

Arax Advisory Partners first reported a position in SCHR in Q4 2021 and held it in 5 quarters. The position peaked at $7.07K in Q3 2023. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Arax Advisory Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Arax Advisory Partners sold 34 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $853.
Arax Advisory Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and held it in 5 quarters.
Arax Advisory Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $7.07K in Q3 2023.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.