Claro Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Claro Advisors’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	$3.19M	Buy	128,041 +114,746	+863%	+$2.88M	0.38%	55
2025 Q4	$333K	Buy	+13,295	New	+$335K	0.05%	313
2025 Q3	–	Sell	-8,284	Closed	-$207K	–	412
2025 Q2	$207K	Sell	8,284 -4,497	-35%	-$111K	0.03%	357
2025 Q1	$318K	Buy	12,781 +436	+4%	+$10.7K	0.04%	371
2024 Q4	$300K	Sell	12,345 -4,401	-26%	-$108K	0.04%	362
2024 Q3	$424K	Buy	16,746 +3,134	+23%	+$78.3K	0.05%	296
2024 Q2	$332K	Buy	+13,612	New	+$330K	0.05%	302
2024 Q1	–	Sell	-10,416	Closed	-$259K	–	433
2023 Q4	$259K	Buy	+10,416	New	+$252K	0.06%	312

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

Claro Advisors's SCHR Position: Q1 2026 in Review

Claro Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 863% in Q1 2026, buying an estimated $2.88M and bringing the position to 128,041 shares worth $3.19M. The position accounts for 0.38% of the portfolio, ranked #55.

Claro Advisors first reported a position in SCHR in Q4 2023 and has held it in 8 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Claro Advisors held 128,041 shares of Schwab Intermediately-Term US Treasury ETF worth $3.19M as of Q1 2026.
Claro Advisors bought 114,746 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $2.88M.
Schwab Intermediately-Term US Treasury ETF made up 0.38% of Claro Advisors's portfolio in Q1 2026, its #55 holding.
Claro Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 8 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.