Caitlin John’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Caitlin John’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	$155K	Hold	6,224	–	–	0.09%	196
2025 Q4	$156K	Hold	6,224	–	–	0.1%	202
2025 Q3	$156K	Buy	+6,224	New	+$156K	0.11%	151
2025 Q1	–	Sell	-6,224	Closed	-$151K	–	656
2024 Q4	$151K	Sell	6,224 -6,224	-50%	-$153K	0.1%	148
2024 Q3	$152K	Buy	12,448 +6,224	+100%	+$156K	0.09%	150
2024 Q2	$152K	Hold	6,224	–	–	0.11%	135
2024 Q1	$153K	Hold	6,224	–	–	0.11%	129
2023 Q4	$155K	Buy	+6,224	New	+$150K	0.13%	122

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 $477M AUM 14.5% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Caitlin John's SCHR Position: Q1 2026 in Review

Caitlin John held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2026 at 6,224 shares worth $155K. The position accounts for 0.09% of the portfolio, ranked #196.

Caitlin John first reported a position in SCHR in Q4 2023 and has held it in 8 quarters since. The position peaked at $156K in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Caitlin John held 6,224 shares of Schwab Intermediately-Term US Treasury ETF worth $155K as of Q1 2026.
Caitlin John left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up 0.09% of Caitlin John's portfolio in Q1 2026, its #196 holding.
Caitlin John first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's Schwab Intermediately-Term US Treasury ETF position peaked at $156K in Q3 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.