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 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

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

Columbus Macro's SCHR Position: Q1 2026 in Review

Columbus Macro reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 41% in Q1 2026, selling an estimated $1.5M and leaving 84,824 shares worth $2.11M. The position accounts for 0.23% of the portfolio, ranked #119.

Columbus Macro first reported a position in SCHR in Q1 2019 and has held it in 14 quarters since. The position peaked at $4.23M in Q2 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Columbus Macro held 84,824 shares of Schwab Intermediately-Term US Treasury ETF worth $2.11M as of Q1 2026.
Columbus Macro sold 59,850 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $1.5M.
Schwab Intermediately-Term US Treasury ETF made up 0.23% of Columbus Macro's portfolio in Q1 2026, its #119 holding.
Columbus Macro first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2019 and has held it in 14 quarters since.
Columbus Macro's Schwab Intermediately-Term US Treasury ETF position peaked at $4.23M in Q2 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Columbus Macro's 13F filing for Q1 2026, filed 21 Apr 2026.