CMBA
SCHR

C.M. Bidwell & Associates’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

C.M. Bidwell & Associates’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 		$98.2K Buy
+3,940
New +$98.8K 0.05% 177
2021
Q2 		– Sell
-1,950
Closed -$55K – 615
2021
Q1 		$55K Buy
+1,950
New +$55.9K 0.04% 295
2018
Q1 		– Sell
-180
Closed -$5K – 434
2017
Q4 		$5K Buy
+180
New +$4.83K ﹤0.01% 324

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 $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

C.M. Bidwell & Associates's SCHR Position: Q1 2026 in Review

C.M. Bidwell & Associates opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 3,940 shares worth $98.2K. The stake represents 0.05% of the portfolio and ranks #177 among its holdings. This is a return to the name: C.M. Bidwell & Associates previously reported a position in SCHR as recently as Q1 2021.

C.M. Bidwell & Associates first reported a position in SCHR in Q4 2017 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • C.M. Bidwell & Associates held 3,940 shares of Schwab Intermediately-Term US Treasury ETF worth $98.2K as of Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new C.M. Bidwell & Associates position in Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.05% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #177 holding.
  • C.M. Bidwell & Associates first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2017 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.