Ashton Thomas Private Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Ashton Thomas Private Wealth’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	$241K	Sell	9,683 -14	-0.1%	-$351	0.01%	965
2025 Q4	$243K	Sell	9,697 -381	-4%	-$9.59K	0.01%	898
2025 Q3	$253K	Sell	10,078 -3,411	-25%	-$85.2K	0.01%	848
2025 Q2	$338K	Buy	+13,489	New	+$334K	0.01%	654
2025 Q1	–	Sell	-8,312	Closed	-$202K	–	825
2024 Q4	$202K	Buy	+8,312	New	+$205K	0.01%	750
2024 Q3	–	Sell	-318	Closed	-$7.75K	–	1605
2024 Q2	$7.75K	Buy	+318	New	+$7.7K	﹤0.01%	1411

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

Ashton Thomas Private Wealth's SCHR Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.14% in Q1 2026, selling an estimated $351 and leaving 9,683 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #965.

Ashton Thomas Private Wealth first reported a position in SCHR in Q2 2024 and has held it in 6 quarters since. The position peaked at $338K in Q2 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Ashton Thomas Private Wealth held 9,683 shares of Schwab Intermediately-Term US Treasury ETF worth $241K as of Q1 2026.
Ashton Thomas Private Wealth sold 14 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $351.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #965 holding.
Ashton Thomas Private Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2024 and has held it in 6 quarters since.
Ashton Thomas Private Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $338K in Q2 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.