Crane Advisory’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Crane Advisory’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	$69.5M	Buy	2,791,682 +8,465	+0.3%	+$212K	10.41%	4
2025 Q4	$69.8M	Buy	2,783,217 +976,360	+54%	+$24.6M	10.55%	4
2025 Q3	$45.3M	Buy	1,806,857 +47,811	+3%	+$1.19M	7.12%	6
2025 Q2	$43.6M	Sell	1,759,046 -12,853	-0.7%	-$318K	7.22%	6
2025 Q1	$43.5M	Sell	1,771,899 -88,349	-5%	-$2.16M	7.86%	5
2024 Q4	$45.1M	Sell	1,860,248 -100,540	-5%	-$2.47M	7.91%	5
2024 Q3	$48.8M	Buy	1,960,788 +2,154	+0.1%	+$53.8K	8.83%	6
2024 Q2	$47.9M	Sell	1,958,634 -1,024,388	-34%	-$24.8M	9.24%	6
2024 Q1	$72.7M	Buy	2,983,022 +2,060,676	+223%	+$50.7M	14.66%	3
2023 Q4	$22.8M	Buy	+922,346	New	+$22.3M	5.12%	8

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

Crane Advisory's SCHR Position: Q1 2026 in Review

Crane Advisory increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.3% in Q1 2026, buying an estimated $212K and bringing the position to 2,791,682 shares worth $69.5M. The position accounts for 10.41% of the portfolio, ranked #4.

Crane Advisory first reported a position in SCHR in Q4 2023 and has held it in 10 quarters since. The position peaked at $72.7M in Q1 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Crane Advisory held 2,791,682 shares of Schwab Intermediately-Term US Treasury ETF worth $69.5M as of Q1 2026.
Crane Advisory bought 8,465 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $212K.
Schwab Intermediately-Term US Treasury ETF made up 10.41% of Crane Advisory's portfolio in Q1 2026, its #4 holding.
Crane Advisory first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Crane Advisory's Schwab Intermediately-Term US Treasury ETF position peaked at $72.7M in Q1 2024.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Crane Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.