EWA
SCHR

EverSource Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

EverSource Wealth Advisors’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 		$976K Sell
39,184
-1,594
-4% -$40K 0.03% 386
2025
Q4 		$1.02M Sell
40,778
-1,902
-4% -$47.9K 0.04% 338
2025
Q3 		$1.07M Buy
42,680
+26,043
+157% +$651K 0.04% 296
2025
Q2 		$416K Sell
16,637
-473
-3% -$11.7K 0.02% 525
2025
Q1 		$425K Sell
17,110
-2,086
-11% -$51.1K 0.02% 423
2024
Q4 		$466K Sell
19,196
-10,726
-36% -$264K 0.03% 389
2024
Q3 		$757K Sell
29,922
-12,260
-29% -$306K 0.05% 263
2024
Q2 		$1.05M Buy
42,182
+12,502
+42% +$303K 0.07% 208
2024
Q1 		$711K Buy
29,680
+80
+0.3% +$1.97K 0.06% 228
2023
Q4 		$736K Sell
29,600
-1,142
-4% -$27.6K 0.07% 200
2023
Q3 		$737K Sell
30,742
-38,144
-55% -$928K 0.08% 182
2023
Q2 		$1.7M Sell
68,886
-2,110
-3% -$52.9K 0.19% 113
2023
Q1 		$1.78M Sell
70,996
-66
-0.1% -$1.65K 0.22% 100
2022
Q4 		$1.75M Buy
71,062
+42,756
+151% +$1.05M 0.26% 82
2022
Q3 		$697K Sell
28,306
-33,100
-54% -$846K 0.16% 123
2022
Q2 		$1.58M Sell
61,406
-13,576
-18% -$351K 0.41% 50
2022
Q1 		$2M Buy
+74,982
New +$2.05M 0.51% 39

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 $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

EverSource Wealth Advisors's SCHR Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.9% in Q1 2026, selling an estimated $40K and leaving 39,184 shares worth $976K. The position accounts for 0.03% of the portfolio, ranked #386.

EverSource Wealth Advisors first reported a position in SCHR in Q1 2022 and has held it in 17 quarters since. The position peaked at $2M in Q1 2022. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • EverSource Wealth Advisors held 39,184 shares of Schwab Intermediately-Term US Treasury ETF worth $976K as of Q1 2026.
  • EverSource Wealth Advisors sold 1,594 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $40K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q1 2026, its #386 holding.
  • EverSource Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $2M in Q1 2022.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.