AWA
SCHR

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

Arkadios Wealth 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 		$203K Sell
8,168
-286
-3% -$7.17K ﹤0.01% 1565
2025
Q4 		$212K Buy
+8,454
New +$213K ﹤0.01% 1426
2021
Q4 		– Sell
-140
Closed -$3K – 1556
2021
Q3 		$3K Hold
140
– – ﹤0.01% 1723
2021
Q2 		$3K Hold
140
– – ﹤0.01% 1828
2021
Q1 		$3K Buy
+140
New +$4.02K ﹤0.01% 1480

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

Arkadios Wealth Advisors's SCHR Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.4% in Q1 2026, selling an estimated $7.17K and leaving 8,168 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Arkadios Wealth Advisors first reported a position in SCHR in Q1 2021 and has held it in 5 quarters since. The position peaked at $212K in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Arkadios Wealth Advisors held 8,168 shares of Schwab Intermediately-Term US Treasury ETF worth $203K as of Q1 2026.
  • Arkadios Wealth Advisors sold 286 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $7.17K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1565 holding.
  • Arkadios Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2021 and has held it in 5 quarters since.
  • Arkadios Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $212K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.