Capital Analysts LLC’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Capital Analysts LLC’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	$444K	Buy	17,817 +1,088	+7%	+$27.3K	0.01%	477
2025 Q4	$419K	Buy	16,729 +93	+0.6%	+$2.34K	0.01%	460
2025 Q3	$418K	Buy	16,636 +3,755	+29%	+$93.8K	0.01%	454
2025 Q2	$322K	Sell	12,881 -66	-0.5%	-$1.64K	0.01%	459
2025 Q1	$322K	Buy	12,947 +3,685	+40%	+$90.2K	0.01%	437
2024 Q4	$225K	Buy	9,262 +2,828	+44%	+$69.6K	0.01%	471
2024 Q3	$163K	Sell	6,434 -2,102	-25%	-$52.5K	0.01%	507
2024 Q2	$208K	Buy	+8,536	New	+$207K	0.01%	454
2021 Q1	–	Sell	-28	Closed	-$1K	–	1095
2020 Q4	$1K	Buy	+28	New	+$816	﹤0.01%	728

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

Capital Analysts LLC's SCHR Position: Q1 2026 in Review

Capital Analysts LLC increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 6.5% in Q1 2026, buying an estimated $27.3K and bringing the position to 17,817 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #477.

Capital Analysts LLC first reported a position in SCHR in Q4 2020 and has held it in 9 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Capital Analysts LLC held 17,817 shares of Schwab Intermediately-Term US Treasury ETF worth $444K as of Q1 2026.
Capital Analysts LLC bought 1,088 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $27.3K.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #477 holding.
Capital Analysts LLC first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 9 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.