Baird Financial Group
SCHR

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

Baird 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 		$36M Buy
1,445,430
+90,010
+7% +$2.26M 0.06% 232
2025
Q4 		$34M Buy
1,355,420
+94,846
+8% +$2.39M 0.05% 237
2025
Q3 		$31.7M Buy
1,260,574
+132,324
+12% +$3.31M 0.05% 268
2025
Q2 		$28.2M Buy
1,128,250
+96,571
+9% +$2.39M 0.05% 287
2025
Q1 		$25.6M Buy
1,031,679
+42,324
+4% +$1.04M 0.05% 297
2024
Q4 		$24M Buy
989,355
+756,861
+326% +$18.6M 0.05% 306
2024
Q3 		$5.88M Buy
232,494
+189,848
+445% +$4.74M 0.01% 631
2024
Q2 		$1.04M Sell
42,646
-23,040
-35% -$558K ﹤0.01% 1158
2024
Q1 		$1.61M Buy
65,686
+8,960
+16% +$220K ﹤0.01% 1015
2023
Q4 		$1.41M Sell
56,726
-94,646
-63% -$2.29M ﹤0.01% 1036
2023
Q3 		$3.63M Sell
151,372
-20,592
-12% -$501K 0.01% 718
2023
Q2 		$4.24M Buy
171,964
+9,666
+6% +$242K 0.01% 666
2023
Q1 		$4.09M Buy
162,298
+42,588
+36% +$1.06M 0.01% 649
2022
Q4 		$2.95M Buy
119,710
+110,998
+1,274% +$2.73M 0.01% 746
2022
Q3 		$214K Buy
+8,712
New +$223K ﹤0.01% 1584
2021
Q3 		– Sell
-8,988
Closed -$256K – 1920
2021
Q2 		$256K Buy
+8,988
New +$255K ﹤0.01% 1615

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 $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Baird Financial Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 6.6% in Q1 2026, buying an estimated $2.26M and bringing the position to 1,445,430 shares worth $36M. The position accounts for 0.06% of the portfolio, ranked #232.

Baird Financial Group first reported a position in SCHR in Q2 2021 and has held it in 16 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Baird Financial Group held 1,445,430 shares of Schwab Intermediately-Term US Treasury ETF worth $36M as of Q1 2026.
  • Baird Financial Group bought 90,010 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $2.26M.
  • Schwab Intermediately-Term US Treasury ETF made up 0.06% of Baird Financial Group's portfolio in Q1 2026, its #232 holding.
  • Baird Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2021 and has held it in 16 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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