Fidelity Investments
SCHR

Fidelity Investments’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Fidelity Investments’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 		$609K Buy
24,452
+5,184
+27% +$130K ﹤0.01% 3046
2025
Q4 		$483K Buy
19,268
+8,352
+77% +$210K ﹤0.01% 3100
2025
Q3 		$274K Sell
10,916
-5,820
-35% -$145K ﹤0.01% 3241
2025
Q2 		$419K Buy
16,736
+10,475
+167% +$260K ﹤0.01% 3026
2025
Q1 		$156K Buy
6,261
+2,763
+79% +$67.7K ﹤0.01% 3349
2024
Q4 		$85K Sell
3,498
-2,068
-37% -$50.9K ﹤0.01% 3622
2024
Q3 		$141K Sell
5,566
-4,506
-45% -$113K ﹤0.01% 3321
2024
Q2 		$246K Buy
10,072
+2,092
+26% +$50.6K ﹤0.01% 2968
2024
Q1 		$196K Buy
7,980
+5,676
+246% +$140K ﹤0.01% 3037
2023
Q4 		$57.3K Sell
2,304
-1,612
-41% -$38.9K ﹤0.01% 3459
2023
Q3 		$93.9K Buy
3,916
+2,574
+192% +$62.6K ﹤0.01% 3116
2023
Q2 		$33.1K Buy
1,342
+1,014
+309% +$25.4K ﹤0.01% 3635
2023
Q1 		$8.29K Sell
328
-2,028
-86% -$50.5K ﹤0.01% 4202
2022
Q4 		$58K Buy
2,356
+332
+16% +$8.17K ﹤0.01% 3395
2022
Q3 		$49K Buy
2,024
+960
+90% +$24.5K ﹤0.01% 3501
2022
Q2 		$27K Sell
1,064
-5,286
-83% -$137K ﹤0.01% 3787
2022
Q1 		$169K Sell
6,350
-7,540
-54% -$206K ﹤0.01% 3296
2021
Q4 		$390K Sell
13,890
-688
-5% -$19.4K ﹤0.01% 2836
2021
Q3 		$413K Buy
14,578
+2,396
+20% +$68.5K ﹤0.01% 2837
2021
Q2 		$346K Buy
12,182
+412
+4% +$11.7K ﹤0.01% 2839
2021
Q1 		$332K Buy
11,770
+556
+5% +$15.9K ﹤0.01% 2747
2020
Q4 		$326K Sell
11,214
-790
-7% -$23K ﹤0.01% 2722
2020
Q3 		$352K Buy
12,004
+4,880
+69% +$143K ﹤0.01% 2596
2020
Q2 		$209K Sell
7,124
-2,182
-23% -$64K ﹤0.01% 2621
2020
Q1 		$273K Buy
9,306
+4,404
+90% +$124K ﹤0.01% 2527
2019
Q4 		$135K Sell
4,902
-1,808
-27% -$50K ﹤0.01% 2701
2019
Q3 		$186K Buy
6,710
+3,264
+95% +$90.3K ﹤0.01% 2646
2019
Q2 		$95K Sell
3,446
-280
-8% -$7.56K ﹤0.01% 2748
2019
Q1 		$100K Buy
+3,726
New +$98.9K ﹤0.01% 2678

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

Fidelity Investments's SCHR Position: Q1 2026 in Review

Fidelity Investments increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 27% in Q1 2026, buying an estimated $130K and bringing the position to 24,452 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #3046.

Fidelity Investments first reported a position in SCHR in Q1 2019 and has held it in 29 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Fidelity Investments held 24,452 shares of Schwab Intermediately-Term US Treasury ETF worth $609K as of Q1 2026.
  • Fidelity Investments bought 5,184 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $130K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3046 holding.
  • Fidelity Investments first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2019 and has held it in 29 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.