Bogart Wealth LLC’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bogart Wealth LLC’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	$3.56K	Hold	143	–	–	﹤0.01%	1149
2025 Q4	$3.59K	Buy	+143	New	+$3.6K	﹤0.01%	1068
2023 Q4	–	Sell	-11,482	Closed	-$275K	–	1114
2023 Q3	$275K	Hold	11,482	–	–	0.02%	177
2023 Q2	$283K	Sell	11,482 -948	-8%	-$23.8K	0.02%	177
2023 Q1	$313K	Buy	+12,430	New	+$310K	0.02%	155
2020 Q4	–	Sell	-46	Closed	-$1K	–	501
2020 Q3	$1K	Hold	46	–	–	﹤0.01%	421
2020 Q2	$1K	Hold	46	–	–	﹤0.01%	434
2020 Q1	$1K	Buy	+46	New	+$1.3K	﹤0.01%	409

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

Bogart Wealth LLC's SCHR Position: Q1 2026 in Review

Bogart Wealth LLC held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2026 at 143 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Bogart Wealth LLC first reported a position in SCHR in Q1 2020 and has held it in 8 quarters since. The position peaked at $313K in Q1 2023. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Bogart Wealth LLC held 143 shares of Schwab Intermediately-Term US Treasury ETF worth $3.56K as of Q1 2026.
Bogart Wealth LLC left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1149 holding.
Bogart Wealth LLC first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and has held it in 8 quarters since.
Bogart Wealth LLC's Schwab Intermediately-Term US Treasury ETF position peaked at $313K in Q1 2023.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.