FPWM
SCHR

FSB Premier Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

FSB Premier Wealth Management’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 		$204K Sell
8,170
-59
-0.7% -$1.48K 0.06% 246
2025
Q4 		$206K Sell
8,229
-1,216
-13% -$30.6K 0.07% 232
2025
Q3 		$237K Buy
9,445
+646
+7% +$16.1K 0.08% 211
2025
Q2 		$220K Sell
8,799
-60
-0.7% -$1.49K 0.08% 203
2025
Q1 		$220K Buy
8,859
+131
+2% +$3.21K 0.09% 193
2024
Q4 		$212K Sell
8,728
-2,000
-19% -$49.2K 0.09% 198
2024
Q3 		$271K Buy
10,728
+2,146
+25% +$53.6K 0.11% 174
2024
Q2 		$209K Sell
8,582
-754
-8% -$18.3K 0.09% 174
2024
Q1 		$229K Buy
+9,336
New +$230K 0.11% 165
2023
Q4 		– Sell
-9,306
Closed -$223K – 177
2023
Q3 		$223K Hold
9,306
– – 0.12% 144
2023
Q2 		$229K Sell
9,306
-434
-4% -$10.9K 0.12% 140
2023
Q1 		$246K Buy
9,740
+148
+2% +$3.69K 0.14% 126
2022
Q4 		$236K Sell
9,592
-912
-9% -$22.4K 0.13% 131
2022
Q3 		$258K Sell
10,504
-2,310
-18% -$59.1K 0.15% 118
2022
Q2 		$330K Sell
12,814
-340
-3% -$8.79K 0.18% 104
2022
Q1 		$341K Buy
13,154
+102
+0.8% +$2.79K 0.17% 104
2021
Q4 		$366K Buy
13,052
+276
+2% +$7.77K 0.15% 101
2021
Q3 		$362K Sell
12,776
-1,150
-8% -$32.9K 0.18% 82
2021
Q2 		$395K Sell
13,926
-3,198
-19% -$90.8K 0.2% 77
2021
Q1 		$482K Sell
17,124
-16,038
-48% -$460K 0.26% 68
2020
Q4 		$965K Buy
+33,162
New +$966K 0.52% 41

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

FSB Premier Wealth Management's SCHR Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.72% in Q1 2026, selling an estimated $1.48K and leaving 8,170 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #246.

FSB Premier Wealth Management first reported a position in SCHR in Q4 2020 and has held it in 21 quarters since. The position peaked at $965K in Q4 2020. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • FSB Premier Wealth Management held 8,170 shares of Schwab Intermediately-Term US Treasury ETF worth $204K as of Q1 2026.
  • FSB Premier Wealth Management sold 59 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $1.48K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.06% of FSB Premier Wealth Management's portfolio in Q1 2026, its #246 holding.
  • FSB Premier Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 21 quarters since.
  • FSB Premier Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $965K in Q4 2020.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.