Eagle Strategies’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Eagle Strategies’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	$1.31M	Sell	52,780 -1,546	-3%	-$38.7K	0.16%	113
2025 Q4	$1.36M	Buy	54,326 +3,269	+6%	+$82.3K	0.17%	109
2025 Q3	$1.28M	Buy	51,057 +6,409	+14%	+$160K	0.17%	111
2025 Q2	$1.12M	Buy	44,648 +2,506	+6%	+$62.1K	0.17%	102
2025 Q1	$1.05M	Buy	42,142 +3,815	+10%	+$93.4K	0.18%	98
2024 Q4	$931K	Buy	+38,327	New	+$943K	0.16%	102

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 $477M AUM 14.5% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Eagle Strategies's SCHR Position: Q1 2026 in Review

Eagle Strategies reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2.8% in Q1 2026, selling an estimated $38.7K and leaving 52,780 shares worth $1.31M. The position accounts for 0.16% of the portfolio, ranked #113.

Eagle Strategies first reported a position in SCHR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.36M in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Eagle Strategies held 52,780 shares of Schwab Intermediately-Term US Treasury ETF worth $1.31M as of Q1 2026.
Eagle Strategies sold 1,546 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $38.7K.
Schwab Intermediately-Term US Treasury ETF made up 0.16% of Eagle Strategies's portfolio in Q1 2026, its #113 holding.
Eagle Strategies first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Eagle Strategies's Schwab Intermediately-Term US Treasury ETF position peaked at $1.36M in Q4 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Eagle Strategies's 13F filing for Q1 2026, filed 20 Apr 2026.