BTI
SCHR

Blue Trust Inc’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Blue Trust Inc’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 		$6.45K Sell
259
-1,363
-84% -$34.2K ﹤0.01% 1933
2025
Q4 		$40.7K Buy
1,622
+376
+30% +$9.46K ﹤0.01% 1431
2025
Q3 		$31.3K Hold
1,246
– – ﹤0.01% 1550
2025
Q2 		$31.2K Hold
1,246
– – ﹤0.01% 1569
2025
Q1 		$31K Sell
1,246
-210
-14% -$5.14K ﹤0.01% 1543
2024
Q4 		$35.4K Sell
1,456
-49,868
-97% -$1.23M ﹤0.01% 1458
2024
Q3 		$1.25M Buy
51,324
+20,754
+68% +$519K 0.02% 223
2024
Q2 		$750K Buy
30,570
+30,470
+30,470% +$738K 0.01% 266
2024
Q1 		$2.45K Sell
100
-31,224
-100% -$768K ﹤0.01% 1784
2023
Q4 		$751K Buy
+31,324
New +$757K 0.01% 189
2023
Q2 		– Sell
-6,218
Closed -$153K – 2467
2023
Q1 		$153K Buy
+6,218
New +$155K ﹤0.01% 635
2022
Q4 		– Sell
-68
Closed -$2K – 2437
2022
Q3 		$2K Buy
+68
New +$1.74K ﹤0.01% 1827

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

Blue Trust Inc's SCHR Position: Q1 2026 in Review

Blue Trust Inc reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 84% in Q1 2026, selling an estimated $34.2K and leaving 259 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Blue Trust Inc first reported a position in SCHR in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.25M in Q3 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Blue Trust Inc held 259 shares of Schwab Intermediately-Term US Treasury ETF worth $6.45K as of Q1 2026.
  • Blue Trust Inc sold 1,363 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $34.2K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1933 holding.
  • Blue Trust Inc first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2022 and has held it in 12 quarters since.
  • Blue Trust Inc's Schwab Intermediately-Term US Treasury ETF position peaked at $1.25M in Q3 2024.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.