CA
SCHR

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

Clearstead 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 		$48.7M Buy
1,954,043
+184,444
+10% +$4.62M 0.44% 49
2025
Q4 		$44.4M Buy
1,769,599
+55,582
+3% +$1.4M 0.56% 41
2025
Q3 		$43.1M Buy
1,714,017
+130,244
+8% +$3.25M 0.57% 39
2025
Q2 		$39.6M Sell
1,583,773
-15,728
-1% -$390K 0.56% 39
2025
Q1 		$39.8M Buy
1,599,501
+155,405
+11% +$3.81M 0.62% 35
2024
Q4 		$35.1M Buy
1,444,096
+76,862
+6% +$1.89M 0.53% 43
2024
Q3 		$34.6M Buy
1,367,234
+106,666
+8% +$2.67M 0.54% 43
2024
Q2 		$30.7M Buy
1,260,568
+26,598
+2% +$644K 0.52% 44
2024
Q1 		$29.8M Buy
1,233,970
+218,264
+21% +$5.37M 1.48% 12
2023
Q4 		$25.3M Buy
1,015,706
+92,030
+10% +$2.22M 1.34% 13
2023
Q3 		$22.1M Buy
923,676
+493,536
+115% +$12M 0.64% 36
2023
Q2 		$10.6M Buy
+430,140
New +$10.8M 0.64% 34
2022
Q2 		– Sell
-76
Closed -$2K – 1425
2022
Q1 		$2K Buy
+76
New +$2.08K ﹤0.01% 1235
2021
Q1 		– Sell
-120
Closed -$3K – 1172
2020
Q4 		$3K Hold
120
– – ﹤0.01% 861
2020
Q3 		$4K Sell
120
-108
-47% -$3.17K ﹤0.01% 767
2020
Q2 		$7K Hold
228
– – ﹤0.01% 638
2020
Q1 		$7K Buy
+228
New +$6.44K ﹤0.01% 611

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
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 $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Clearstead Advisors's SCHR Position: Q1 2026 in Review

Clearstead Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 10% in Q1 2026, buying an estimated $4.62M and bringing the position to 1,954,043 shares worth $48.7M. The position accounts for 0.44% of the portfolio, ranked #49.

Clearstead Advisors first reported a position in SCHR in Q1 2020 and has held it in 17 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Clearstead Advisors held 1,954,043 shares of Schwab Intermediately-Term US Treasury ETF worth $48.7M as of Q1 2026.
  • Clearstead Advisors bought 184,444 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $4.62M.
  • Schwab Intermediately-Term US Treasury ETF made up 0.44% of Clearstead Advisors's portfolio in Q1 2026, its #49 holding.
  • Clearstead Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and has held it in 17 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.