CCWM
SCHR

Cassaday & Co Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Cassaday & Co Wealth Management’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 		$114K Buy
+4,569
New +$115K ﹤0.01% 429

Other funds holding SCHR

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Ameriprise
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Stifel Financial
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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 $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Cassaday & Co Wealth Management's SCHR Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 4,569 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings.

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

  • Cassaday & Co Wealth Management held 4,569 shares of Schwab Intermediately-Term US Treasury ETF worth $114K as of Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #429 holding.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.