FF
SCHR

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

Farrow Financial’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 		$4.05M Buy
162,488
+21,646
+15% +$543K 2.3% 14
2025
Q4 		$3.53M Buy
140,842
+132,827
+1,657% +$3.34M 2.03% 14
2025
Q3 		$201K Buy
+8,015
New +$200K 0.12% 52

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

Farrow Financial's SCHR Position: Q1 2026 in Review

Farrow Financial increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 15% in Q1 2026, buying an estimated $543K and bringing the position to 162,488 shares worth $4.05M. The position accounts for 2.3% of the portfolio, ranked #14.

Farrow Financial first reported a position in SCHR in Q3 2025 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Farrow Financial held 162,488 shares of Schwab Intermediately-Term US Treasury ETF worth $4.05M as of Q1 2026.
  • Farrow Financial bought 21,646 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $543K.
  • Schwab Intermediately-Term US Treasury ETF made up 2.3% of Farrow Financial's portfolio in Q1 2026, its #14 holding.
  • Farrow Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Farrow Financial's 13F filing for Q1 2026, filed 1 May 2026.