Atomi Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Atomi Financial Group’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	$1.46M	Sell	58,792 -51,974	-47%	-$1.3M	0.04%	317
2025 Q4	$2.78M	Sell	110,766 -419	-0.4%	-$10.5K	0.08%	183
2025 Q3	$2.79M	Buy	111,185 +13,759	+14%	+$344K	0.09%	159
2025 Q2	$2.44M	Buy	97,426 +12,764	+15%	+$316K	0.09%	158
2025 Q1	$2.1M	Buy	84,662 +4,716	+6%	+$115K	0.1%	157
2024 Q4	$1.94M	Buy	79,946 +13,838	+21%	+$341K	0.1%	148
2024 Q3	$1.67M	Buy	66,108 +7,242	+12%	+$181K	0.1%	160
2024 Q2	$1.44M	Buy	58,866 +45,754	+349%	+$1.11M	0.11%	155
2024 Q1	$322K	Buy	+13,112	New	+$322K	0.03%	511

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

Atomi Financial Group's SCHR Position: Q1 2026 in Review

Atomi Financial Group reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 47% in Q1 2026, selling an estimated $1.3M and leaving 58,792 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #317.

Atomi Financial Group first reported a position in SCHR in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.79M in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Atomi Financial Group held 58,792 shares of Schwab Intermediately-Term US Treasury ETF worth $1.46M as of Q1 2026.
Atomi Financial Group sold 51,974 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $1.3M.
Schwab Intermediately-Term US Treasury ETF made up 0.04% of Atomi Financial Group's portfolio in Q1 2026, its #317 holding.
Atomi Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Atomi Financial Group's Schwab Intermediately-Term US Treasury ETF position peaked at $2.79M in Q3 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.