Bell Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bell Investment 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	$842K	Buy	33,820 +218	+0.6%	+$5.46K	0.13%	64
2025 Q4	$843K	Buy	33,602 +4,795	+17%	+$121K	0.13%	61
2025 Q3	$724K	Buy	28,807 +278	+1%	+$6.95K	0.12%	65
2025 Q2	$714K	Buy	+28,529	New	+$707K	0.12%	66
2024 Q3	–	Sell	-194	Closed	-$4.73K	–	1934
2024 Q2	$4.73K	Buy	+194	New	+$4.7K	﹤0.01%	948
2023 Q4	–	Sell	-2	Closed	-$49	–	1982
2023 Q3	$49	Sell	2 -14,144	-100%	-$344K	﹤0.01%	1920
2023 Q2	$349K	Sell	14,146 -1,784	-11%	-$44.7K	0.08%	66
2023 Q1	$402K	Sell	15,930 -6,388	-29%	-$159K	0.09%	61
2022 Q4	$549K	Sell	22,318 -22,490	-50%	-$554K	0.14%	52
2022 Q3	$1.1M	Sell	44,808 -28,052	-39%	-$717K	0.34%	35
2022 Q2	$1.88M	Buy	+72,860	New	+$1.88M	0.58%	26
2021 Q4	$4.13M	Sell	147,136 -33,876	-19%	-$953K	1.13%	21
2021 Q3	$5.13M	Buy	+181,012	New	+$5.18M	1.52%	17

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 $434M AUM 11.97% 1-Year Est. Return

MFT

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

Bell Investment Advisors's SCHR Position: Q1 2026 in Review

Bell Investment Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.65% in Q1 2026, buying an estimated $5.46K and bringing the position to 33,820 shares worth $842K. The position accounts for 0.13% of the portfolio, ranked #64.

Bell Investment Advisors first reported a position in SCHR in Q3 2021 and has held it in 13 quarters since. The position peaked at $5.13M in Q3 2021. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Bell Investment Advisors held 33,820 shares of Schwab Intermediately-Term US Treasury ETF worth $842K as of Q1 2026.
Bell Investment Advisors bought 218 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $5.46K.
Schwab Intermediately-Term US Treasury ETF made up 0.13% of Bell Investment Advisors's portfolio in Q1 2026, its #64 holding.
Bell Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2021 and has held it in 13 quarters since.
Bell Investment Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $5.13M in Q3 2021.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.