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

Focus Partners Wealth’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	$7.57M	Sell	301,832 -7,713	-2%	-$193K	0.01%	809
2025 Q4	$7.76M	Buy	309,545 +66,896	+28%	+$1.68M	0.01%	789
2025 Q3	$6.1M	Buy	242,649 +40,390	+20%	+$1.01M	0.01%	697
2025 Q2	$5.06M	Sell	202,259 -17,569	-8%	-$435K	0.01%	674
2025 Q1	$5.46M	Buy	219,828 +30,883	+16%	+$756K	0.01%	602
2024 Q4	$4.59M	Buy	188,945 +5,847	+3%	+$144K	0.01%	633
2024 Q3	$4.63M	Buy	+183,098	New	+$4.58M	0.01%	577
2024 Q2	–	Sell	-18,144	Closed	-$445K	–	1260
2024 Q1	$445K	Hold	18,144	–	–	﹤0.01%	746
2023 Q4	$451K	Buy	+18,144	New	+$438K	0.01%	596

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 $434M AUM 11.97% 1-Year Est. Return

MFT

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

Focus Partners Wealth's SCHR Position: Q1 2026 in Review

Focus Partners Wealth reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2.5% in Q1 2026, selling an estimated $193K and leaving 301,832 shares worth $7.57M. The position accounts for 0.01% of the portfolio, ranked #809.

Focus Partners Wealth first reported a position in SCHR in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.76M in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Focus Partners Wealth held 301,832 shares of Schwab Intermediately-Term US Treasury ETF worth $7.57M as of Q1 2026.
Focus Partners Wealth sold 7,713 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $193K.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #809 holding.
Focus Partners Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 9 quarters since.
Focus Partners Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $7.76M in Q4 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.