BFG
SCHR

Bouchey Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bouchey Financial Group’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
-1,416,984
Closed -$35.5M – 177
2025
Q4 		$35.5M Buy
1,416,984
+137,856
+11% +$3.47M 2.66% 11
2025
Q3 		$32.1M Buy
1,279,128
+63,433
+5% +$1.59M 2.48% 10
2025
Q2 		$30.4M Sell
1,215,695
-67,811
-5% -$1.68M 2.53% 10
2025
Q1 		$31.9M Buy
1,283,506
+81,495
+7% +$2M 2.88% 8
2024
Q4 		$29.2M Buy
1,202,011
+196,265
+20% +$4.83M 2.55% 9
2024
Q3 		$25.4M Buy
1,005,746
+211,766
+27% +$5.29M 2.27% 11
2024
Q2 		$19.4M Sell
793,980
-77,294
-9% -$1.87M 1.84% 15
2024
Q1 		$21.4M Buy
871,274
+105,752
+14% +$2.6M 2.1% 14
2023
Q4 		$19M Buy
765,522
+330,250
+76% +$7.98M 2.04% 15
2023
Q3 		$10.4M Sell
435,272
-112,052
-20% -$2.73M 1.28% 21
2023
Q2 		$13.5M Buy
547,324
+82,942
+18% +$2.08M 1.63% 19
2023
Q1 		$11.7M Buy
464,382
+58,448
+14% +$1.46M 1.55% 20
2022
Q4 		$9.99M Buy
+405,934
New +$9.99M 1.44% 19

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 $21.9B AUM 68.6% 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

Bouchey Financial Group's SCHR Position: Q1 2026 in Review

Bouchey Financial Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 1,416,984 shares — an estimated $35.5M sold.

Bouchey Financial Group first reported a position in SCHR in Q4 2022 and held it in 13 quarters. The position peaked at $35.5M in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Bouchey Financial Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Bouchey Financial Group sold 1,416,984 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $35.5M.
  • Bouchey Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and held it in 13 quarters.
  • Bouchey Financial Group's Schwab Intermediately-Term US Treasury ETF position peaked at $35.5M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.