Chancellor Financial Group WB’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Chancellor Financial Group WB’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	$251K	Buy	10,079 +2	+0%	+$50	0.18%	112
2025 Q4	$253K	Buy	10,077 +6	+0.1%	+$151	0.17%	116
2025 Q3	$253K	Buy	10,071 +4	+0%	+$100	0.18%	108
2025 Q2	$252K	Sell	10,067 -4	-0%	-$99	0.19%	107
2025 Q1	$250K	Buy	10,071 +2	+0%	+$49	0.21%	102
2024 Q4	$245K	Buy	+10,069	New	+$248K	0.2%	102

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 $21.9B AUM 68.6% 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

Chancellor Financial Group WB's SCHR Position: Q1 2026 in Review

Chancellor Financial Group WB increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.02% in Q1 2026, buying an estimated $50 and bringing the position to 10,079 shares worth $251K. The position accounts for 0.18% of the portfolio, ranked #112.

Chancellor Financial Group WB first reported a position in SCHR in Q4 2024 and has held it in 6 quarters since. The position peaked at $253K in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Chancellor Financial Group WB held 10,079 shares of Schwab Intermediately-Term US Treasury ETF worth $251K as of Q1 2026.
Chancellor Financial Group WB bought 2 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $50.
Schwab Intermediately-Term US Treasury ETF made up 0.18% of Chancellor Financial Group WB's portfolio in Q1 2026, its #112 holding.
Chancellor Financial Group WB first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Chancellor Financial Group WB's Schwab Intermediately-Term US Treasury ETF position peaked at $253K in Q3 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.