FF
SCHR

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

Friedenthal 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 		– Sell
-236
Closed -$5.92K – 300
2025
Q4 		$5.92K Hold
236
– – ﹤0.01% 195
2025
Q3 		$5.93K Hold
236
– – ﹤0.01% 208
2025
Q2 		$5.91K Buy
236
+5
+2% +$124 ﹤0.01% 206
2025
Q1 		$5.74K Hold
231
– – ﹤0.01% 186
2024
Q4 		$5.61K Buy
231
+5
+2% +$123 ﹤0.01% 219
2024
Q3 		$5.72K Sell
226
-40
-15% -$1K ﹤0.01% 204
2024
Q2 		$6.49K Buy
266
+22
+9% +$533 ﹤0.01% 202
2024
Q1 		$5.99K Sell
244
-18
-7% -$443 ﹤0.01% 200
2023
Q4 		$6.51K Buy
+262
New +$6.33K ﹤0.01% 205
2016
Q3 		– Sell
-77,684
Closed -$2.17M – 49
2016
Q2 		$2.17M Buy
77,684
+48,832
+169% +$1.35M 1.88% 14
2016
Q1 		$773K Hold
28,852
– – 0.71% 15
2015
Q4 		$773K Sell
28,852
-3,360
-10% -$90.7K 0.7% 15
2015
Q3 		$878K Buy
32,212
+18
+0.1% +$485 0.79% 10
2015
Q2 		$863K Buy
32,194
+1,050
+3% +$28.3K 0.75% 19
2015
Q1 		$846K Buy
31,144
+2,600
+9% +$70.4K 0.72% 26
2014
Q4 		$765K Buy
28,544
+18,846
+194% +$504K 0.65% 25
2014
Q3 		$257K Sell
9,698
-78
-0.8% -$2.07K 0.22% 36
2014
Q2 		$260K Buy
9,776
+34
+0.3% +$898 0.21% 37
2014
Q1 		$256K Buy
+9,742
New +$256K 0.22% 32

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

Friedenthal Financial's SCHR Position: Q1 2026 in Review

Friedenthal Financial sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 236 shares — an estimated $5.92K sold.

Friedenthal Financial first reported a position in SCHR in Q1 2014 and held it in 19 quarters. The position peaked at $2.17M in Q2 2016. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Friedenthal Financial reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Friedenthal Financial sold 236 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $5.92K.
  • Friedenthal Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2014 and held it in 19 quarters.
  • Friedenthal Financial's Schwab Intermediately-Term US Treasury ETF position peaked at $2.17M in Q2 2016.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Friedenthal Financial's 13F filing for Q1 2026, filed 20 Apr 2026.