CWM
SCHR

Comprehensive Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Comprehensive Wealth Management’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 		$1.36M Buy
54,545
+5,537
+11% +$139K 0.69% 27
2025
Q4 		$1.23M Buy
49,008
+8,352
+21% +$210K 0.73% 28
2025
Q3 		$1.02M Buy
40,656
+14,621
+56% +$365K 0.72% 28
2025
Q2 		$652K Buy
+26,035
New +$645K 0.52% 29

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 $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

Comprehensive Wealth Management's SCHR Position: Q1 2026 in Review

Comprehensive Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 11% in Q1 2026, buying an estimated $139K and bringing the position to 54,545 shares worth $1.36M. The position accounts for 0.69% of the portfolio, ranked #27.

Comprehensive Wealth Management first reported a position in SCHR in Q2 2025 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Comprehensive Wealth Management held 54,545 shares of Schwab Intermediately-Term US Treasury ETF worth $1.36M as of Q1 2026.
  • Comprehensive Wealth Management bought 5,537 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $139K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.69% of Comprehensive Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Comprehensive Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.