GM
SCHR

GeoWealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

GeoWealth 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 		$200K Buy
8,013
+6,373
+389% +$160K 0.01% 727
2025
Q4 		$41.1K Buy
1,640
+293
+22% +$7.37K ﹤0.01% 741
2025
Q3 		$33.9K Buy
1,347
+1,038
+336% +$25.9K ﹤0.01% 745
2025
Q2 		$7.73K Buy
+309
New +$7.66K ﹤0.01% 1130
2025
Q1 		– Sell
-102
Closed -$2.48K – 1682
2024
Q4 		$2.48K Hold
102
– – ﹤0.01% 1633
2024
Q3 		$2.6K Sell
102
-44
-30% -$1.1K ﹤0.01% 1535
2024
Q2 		$3.55K Buy
146
+30
+26% +$726 ﹤0.01% 852
2024
Q1 		$2.83K Buy
116
+40
+53% +$983 ﹤0.01% 842
2023
Q4 		$2K Buy
+76
New +$1.84K ﹤0.01% 671
2023
Q2 		– Sell
-10,234
Closed -$258K – 471
2023
Q1 		$258K Buy
10,234
+2,326
+29% +$58K 0.03% 189
2022
Q4 		$195K Buy
7,908
+1,686
+27% +$41.5K 0.02% 247
2022
Q3 		$154K Buy
6,222
+916
+17% +$23.4K 0.02% 254
2022
Q2 		$137K Buy
5,306
+322
+6% +$8.33K 0.02% 257
2022
Q1 		$135K Buy
4,984
+362
+8% +$9.88K 0.01% 312
2021
Q4 		$131K Buy
4,622
+1,366
+42% +$38.4K 0.01% 290
2021
Q3 		$93K Buy
3,256
+1,094
+51% +$31.3K 0.01% 326
2021
Q2 		$63K Buy
2,162
+684
+46% +$19.4K 0.01% 244
2021
Q1 		$40K Buy
+1,478
New +$42.4K 0.01% 195
2019
Q4 		– Sell
-16,776
Closed -$466K – 188
2019
Q3 		$466K Buy
+16,776
New +$464K 0.1% 106

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

GeoWealth Management's SCHR Position: Q1 2026 in Review

GeoWealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 389% in Q1 2026, buying an estimated $160K and bringing the position to 8,013 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #727.

GeoWealth Management first reported a position in SCHR in Q3 2019 and has held it in 19 quarters since. The position peaked at $466K in Q3 2019. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • GeoWealth Management held 8,013 shares of Schwab Intermediately-Term US Treasury ETF worth $200K as of Q1 2026.
  • GeoWealth Management bought 6,373 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $160K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #727 holding.
  • GeoWealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2019 and has held it in 19 quarters since.
  • GeoWealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $466K in Q3 2019.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.