Columbus Macro’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Columbus Macro’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 Q3	–	Sell	-82,617	Closed	-$2.04M	–	219
2026 Q2	$2.04M	Sell	82,617 -2,207	-3%	-$54.6K	0.2%	128
2026 Q1	$2.11M	Sell	84,824 -59,850	-41%	-$1.5M	0.23%	119
2025 Q4	$3.63M	Buy	144,674 +11,659	+9%	+$293K	0.4%	91
2025 Q3	$3.34M	Sell	133,015 -36,096	-21%	-$902K	0.38%	94
2025 Q2	$4.23M	Buy	169,111 +30,829	+22%	+$764K	0.52%	83
2025 Q1	$3.44M	Buy	138,282 +3,429	+3%	+$84K	0.45%	89
2024 Q4	$3.28M	Sell	134,853 -42,139	-24%	-$1.04M	0.45%	88
2024 Q3	$3.17M	Buy	176,992 +70,260	+66%	+$1.76M	1.15%	19
2024 Q2	$2.61M	Buy	106,732 +180	+0.2%	+$4.36K	1.01%	21
2024 Q1	$2.61M	Buy	106,552 +2,564	+2%	+$63K	0.99%	21
2023 Q4	$2.59M	Buy	+103,988	New	+$2.51M	1.02%	21
2020 Q1	–	Sell	-21,516	Closed	-$591K	–	174
2019 Q4	$591K	Buy	21,516 +11,568	+116%	+$320K	0.13%	112
2019 Q3	$276K	Hold	9,948	–	–	0.07%	130
2019 Q2	$273K	Hold	9,948	–	–	0.06%	128
2019 Q1	$268K	Buy	+9,948	New	+$264K	0.06%	126

Other funds holding SCHR

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Columbus Macro's SCHR Position: Q3 2026 in Review

Columbus Macro sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2026, closing a stake of 82,617 shares — an estimated $2.04M sold.

Columbus Macro first reported a position in SCHR in Q1 2019 and held it in 15 quarters. The position peaked at $4.23M in Q2 2025. 345 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Columbus Macro reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2026 after selling out during the quarter.
Columbus Macro sold 82,617 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $2.04M.
Columbus Macro first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2019 and held it in 15 quarters.
Columbus Macro's Schwab Intermediately-Term US Treasury ETF position peaked at $4.23M in Q2 2025.
345 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Columbus Macro's 13F filing for Q3 2026, filed 14 Oct 2026.