Belpointe Asset Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Belpointe Asset Management’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	$1.26M	Buy	50,765 +2,613	+5%	+$65.5K	0.05%	367
2025 Q4	$1.21M	Buy	48,152 +119	+0.2%	+$3K	0.04%	360
2025 Q3	$1.21M	Buy	48,033 +29,728	+162%	+$743K	0.05%	348
2025 Q2	$458K	Buy	+18,305	New	+$454K	0.02%	605
2023 Q2	–	Sell	-7,816	Closed	-$197K	–	2854
2023 Q1	$197K	Sell	7,816 -10,634	-58%	-$265K	0.01%	946
2022 Q4	$454K	Buy	+18,450	New	+$454K	0.03%	579

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

Belpointe Asset Management's SCHR Position: Q1 2026 in Review

Belpointe Asset Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 5.4% in Q1 2026, buying an estimated $65.5K and bringing the position to 50,765 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #367.

Belpointe Asset Management first reported a position in SCHR in Q4 2022 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Belpointe Asset Management held 50,765 shares of Schwab Intermediately-Term US Treasury ETF worth $1.26M as of Q1 2026.
Belpointe Asset Management bought 2,613 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $65.5K.
Schwab Intermediately-Term US Treasury ETF made up 0.05% of Belpointe Asset Management's portfolio in Q1 2026, its #367 holding.
Belpointe Asset Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 6 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.