BPA
SCHR

Beacon Pointe Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Beacon Pointe 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 		$667K Sell
26,761
-2,017
-7% -$50.6K ﹤0.01% 1165
2025
Q4 		$722K Buy
28,778
+4,918
+21% +$124K 0.01% 938
2025
Q3 		$600K Buy
23,860
+4,160
+21% +$104K 0.01% 946
2025
Q2 		$493K Sell
19,700
-500
-2% -$12.4K 0.01% 890
2025
Q1 		$502K Hold
20,200
– – 0.01% 847
2024
Q4 		$491K Hold
20,200
– – 0.01% 838
2024
Q3 		$511K Sell
20,200
-2,424
-11% -$60.6K 0.01% 848
2024
Q2 		$552K Sell
22,624
-1,300
-5% -$31.5K 0.01% 838
2024
Q1 		$587K Buy
23,924
+3,250
+16% +$79.9K 0.01% 855
2023
Q4 		$514K Sell
20,674
-1,756
-8% -$42.4K 0.01% 893
2023
Q3 		$538K Buy
22,430
+2,652
+13% +$64.5K 0.01% 844
2023
Q2 		$487K Buy
19,778
+5,978
+43% +$150K 0.01% 721
2023
Q1 		$348K Buy
13,800
+3,934
+40% +$98K 0.01% 879
2022
Q4 		$243K Sell
9,866
-34
-0.3% -$837 ﹤0.01% 941
2022
Q3 		$244K Buy
9,900
+34
+0.3% +$869 0.01% 856
2022
Q2 		$255K Sell
9,866
-98
-1% -$2.53K 0.01% 886
2022
Q1 		$265K Sell
9,964
-706
-7% -$19.3K ﹤0.01% 1026
2021
Q4 		$299K Buy
+10,670
New +$300K 0.01% 732

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

Beacon Pointe Advisors's SCHR Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 7% in Q1 2026, selling an estimated $50.6K and leaving 26,761 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Beacon Pointe Advisors first reported a position in SCHR in Q4 2021 and has held it in 18 quarters since. The position peaked at $722K in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Beacon Pointe Advisors held 26,761 shares of Schwab Intermediately-Term US Treasury ETF worth $667K as of Q1 2026.
  • Beacon Pointe Advisors sold 2,017 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $50.6K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1165 holding.
  • Beacon Pointe Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $722K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.