Equita Financial Network’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Equita Financial Network’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	$505K	Buy	20,256 +2,288	+13%	+$57.3K	0.16%	58
2025 Q4	$451K	Sell	17,968 -506	-3%	-$12.7K	0.14%	64
2025 Q3	$464K	Sell	18,474 -2,859	-13%	-$71.4K	0.16%	60
2025 Q2	$534K	Sell	21,333 -246	-1%	-$6.09K	0.21%	54
2025 Q1	$536K	Sell	21,579 -5,021	-19%	-$123K	0.19%	57
2024 Q4	$646K	Buy	26,600 +3,344	+14%	+$82.3K	0.23%	50
2024 Q3	$588K	Hold	23,256	–	–	0.21%	53
2024 Q2	$567K	Sell	23,256 -6,742	-22%	-$163K	0.24%	55
2024 Q1	$736K	Sell	29,998 -23,788	-44%	-$585K	0.33%	43
2023 Q4	$1.34M	Buy	53,786 +18,270	+51%	+$441K	0.71%	32
2023 Q3	$851K	Buy	+35,516	New	+$864K	0.52%	36

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

Equita Financial Network's SCHR Position: Q1 2026 in Review

Equita Financial Network increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 13% in Q1 2026, buying an estimated $57.3K and bringing the position to 20,256 shares worth $505K. The position accounts for 0.16% of the portfolio, ranked #58.

Equita Financial Network first reported a position in SCHR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q4 2023. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Equita Financial Network held 20,256 shares of Schwab Intermediately-Term US Treasury ETF worth $505K as of Q1 2026.
Equita Financial Network bought 2,288 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $57.3K.
Schwab Intermediately-Term US Treasury ETF made up 0.16% of Equita Financial Network's portfolio in Q1 2026, its #58 holding.
Equita Financial Network first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and has held it in 11 quarters since.
Equita Financial Network's Schwab Intermediately-Term US Treasury ETF position peaked at $1.34M in Q4 2023.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.