EFG
SCHR

Ethos Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Ethos Financial Group’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 		$345K Sell
13,834
-60,899
-81% -$1.53M 0.03% 379
2025
Q4 		$1.87M Buy
74,733
+27,425
+58% +$690K 0.14% 140
2025
Q3 		$1.19M Buy
47,308
+29,469
+165% +$736K 0.09% 165
2025
Q2 		$447K Buy
+17,839
New +$442K 0.04% 284

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 $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

Ethos Financial Group's SCHR Position: Q1 2026 in Review

Ethos Financial Group reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 81% in Q1 2026, selling an estimated $1.53M and leaving 13,834 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #379.

Ethos Financial Group first reported a position in SCHR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.87M in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Ethos Financial Group held 13,834 shares of Schwab Intermediately-Term US Treasury ETF worth $345K as of Q1 2026.
  • Ethos Financial Group sold 60,899 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $1.53M.
  • Schwab Intermediately-Term US Treasury ETF made up 0.03% of Ethos Financial Group's portfolio in Q1 2026, its #379 holding.
  • Ethos Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • Ethos Financial Group's Schwab Intermediately-Term US Treasury ETF position peaked at $1.87M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.