Empirical Asset Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Empirical Asset 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	$2.18M	Buy	87,498 +1,860	+2%	+$46.6K	0.57%	31
2025 Q4	$2.15M	Sell	85,638 -18,591	-18%	-$468K	0.61%	30
2025 Q3	$2.62M	Buy	+104,229	New	+$2.6M	0.73%	22
2023 Q3	–	Sell	-9,488	Closed	-$234K	–	188
2023 Q2	$234K	Sell	9,488 -16	-0.2%	-$401	0.21%	135
2023 Q1	$240K	Sell	9,504 -59,236	-86%	-$1.48M	0.23%	122
2022 Q4	$1.69M	Sell	68,740 -5,136	-7%	-$126K	1.78%	7
2022 Q3	$1.81M	Sell	73,876 -3,136	-4%	-$80.2K	1.98%	5
2022 Q2	$1.99M	Buy	77,012 +4,336	+6%	+$112K	2.09%	5
2022 Q1	$1.94M	Buy	72,676 +13,126	+22%	+$358K	1.84%	5
2021 Q4	$1.67M	Buy	+59,550	New	+$1.68M	1.61%	7

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

Empirical Asset Management's SCHR Position: Q1 2026 in Review

Empirical Asset Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2.2% in Q1 2026, buying an estimated $46.6K and bringing the position to 87,498 shares worth $2.18M. The position accounts for 0.57% of the portfolio, ranked #31.

Empirical Asset Management first reported a position in SCHR in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.62M in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Empirical Asset Management held 87,498 shares of Schwab Intermediately-Term US Treasury ETF worth $2.18M as of Q1 2026.
Empirical Asset Management bought 1,860 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $46.6K.
Schwab Intermediately-Term US Treasury ETF made up 0.57% of Empirical Asset Management's portfolio in Q1 2026, its #31 holding.
Empirical Asset Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 10 quarters since.
Empirical Asset Management's Schwab Intermediately-Term US Treasury ETF position peaked at $2.62M in Q3 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.