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

Brucke Financial’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	$818K	Sell	32,849 -1,178	-3%	-$29.5K	0.42%	44
2025 Q4	$853K	Sell	34,027 -516	-1%	-$13K	0.47%	45
2025 Q3	$870K	Sell	34,543 -147	-0.4%	-$3.67K	0.51%	38
2025 Q2	$868K	Buy	34,690 +3,190	+10%	+$79K	0.6%	33
2025 Q1	$791K	Buy	31,500 +449	+1%	+$11K	0.69%	34
2024 Q4	$758K	Buy	+31,051	New	+$764K	0.65%	34

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

Brucke Financial's SCHR Position: Q1 2026 in Review

Brucke Financial reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.5% in Q1 2026, selling an estimated $29.5K and leaving 32,849 shares worth $818K. The position accounts for 0.42% of the portfolio, ranked #44.

Brucke Financial first reported a position in SCHR in Q4 2024 and has held it in 6 quarters since. The position peaked at $870K in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Brucke Financial held 32,849 shares of Schwab Intermediately-Term US Treasury ETF worth $818K as of Q1 2026.
Brucke Financial sold 1,178 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $29.5K.
Schwab Intermediately-Term US Treasury ETF made up 0.42% of Brucke Financial's portfolio in Q1 2026, its #44 holding.
Brucke Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Brucke Financial's Schwab Intermediately-Term US Treasury ETF position peaked at $870K in Q3 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Brucke Financial's 13F filing for Q1 2026, filed 10 Apr 2026.