Focus Partners Advisor Solutions’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Focus Partners Advisor Solutions’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	$370K	Buy	14,871 +2,164	+17%	+$54.2K	﹤0.01%	897
2025 Q4	$319K	Sell	12,707 -10,578	-45%	-$266K	﹤0.01%	870
2025 Q3	$585K	Buy	23,285 +10,844	+87%	+$271K	0.01%	684
2025 Q2	$311K	Sell	12,441 -3,633	-23%	-$90K	﹤0.01%	847
2025 Q1	$400K	Buy	+16,074	New	+$394K	0.01%	658
2024 Q4	–	Sell	-16,238	Closed	-$411K	–	859
2024 Q3	$411K	Buy	+16,238	New	+$406K	0.01%	492
2024 Q1	–	Sell	-9,024	Closed	-$224K	–	633
2023 Q4	$224K	Sell	9,024 -17,288	-66%	-$418K	0.01%	378
2023 Q3	$631K	Buy	26,312 +2,558	+11%	+$62.3K	0.03%	217
2023 Q2	$585K	Buy	23,754 +12	+0.1%	+$301	0.03%	199
2023 Q1	$599K	Buy	23,742 +4,062	+21%	+$101K	0.04%	183
2022 Q4	$484K	Buy	+19,680	New	+$484K	0.04%	193

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

Focus Partners Advisor Solutions's SCHR Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 17% in Q1 2026, buying an estimated $54.2K and bringing the position to 14,871 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Focus Partners Advisor Solutions first reported a position in SCHR in Q4 2022 and has held it in 11 quarters since. The position peaked at $631K in Q3 2023. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Focus Partners Advisor Solutions held 14,871 shares of Schwab Intermediately-Term US Treasury ETF worth $370K as of Q1 2026.
Focus Partners Advisor Solutions bought 2,164 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $54.2K.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #897 holding.
Focus Partners Advisor Solutions first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 11 quarters since.
Focus Partners Advisor Solutions's Schwab Intermediately-Term US Treasury ETF position peaked at $631K in Q3 2023.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.