Blueprint Investment Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Blueprint Investment Partners’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	–	Sell	-10,555	Closed	-$265K	–	143
2025 Q4	$265K	Buy	+10,555	New	+$266K	0.03%	121
2022 Q3	–	Sell	-38,912	Closed	-$1M	–	182
2022 Q2	$1M	Sell	38,912 -15,220	-28%	-$394K	0.27%	63
2022 Q1	$1.44M	Buy	54,132 +13,768	+34%	+$376K	0.37%	58
2021 Q4	$1.13M	Buy	40,364 +1,654	+4%	+$46.5K	0.28%	78
2021 Q3	$1.1M	Sell	38,710 -2,352	-6%	-$67.3K	0.55%	34
2021 Q2	$1.17M	Sell	41,062 -382	-0.9%	-$10.8K	0.93%	21
2021 Q1	$1.17M	Buy	41,444 +41,382	+66,745%	+$1.19M	0.91%	22
2020 Q4	$1.8K	Sell	62 -61,788	-100%	-$1.8M	1.46%	18
2020 Q3	$1.8M	Sell	61,850 -46,540	-43%	-$1.37M	1.42%	18
2020 Q2	$3.19M	Sell	108,390 -127,262	-54%	-$3.73M	2.03%	17
2020 Q1	$6.93M	Buy	235,652 +172,438	+273%	+$4.87M	7.04%	3
2019 Q4	$1.74M	Buy	+63,214	New	+$1.75M	1.38%	15

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

Blueprint Investment Partners's SCHR Position: Q1 2026 in Review

Blueprint Investment Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 10,555 shares — an estimated $265K sold.

Blueprint Investment Partners first reported a position in SCHR in Q4 2019 and held it in 12 quarters. The position peaked at $6.93M in Q1 2020. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Blueprint Investment Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Blueprint Investment Partners sold 10,555 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $265K.
Blueprint Investment Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and held it in 12 quarters.
Blueprint Investment Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $6.93M in Q1 2020.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Blueprint Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.