Burk Holdings’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Burk Holdings’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	$32.7K	Buy	+1,313	New	+$32.9K	0.01%	162

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

Burk Holdings's SCHR Position: Q1 2026 in Review

Burk Holdings opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 1,313 shares worth $32.7K. The stake represents 0.01% of the portfolio and ranks #162 among its holdings.

510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Burk Holdings held 1,313 shares of Schwab Intermediately-Term US Treasury ETF worth $32.7K as of Q1 2026.
Schwab Intermediately-Term US Treasury ETF was a new Burk Holdings position in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of Burk Holdings's portfolio in Q1 2026, its #162 holding.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.