GWM
SCHR

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

Greenline 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 		– Sell
-59
Closed -$1.48K – 440
2025
Q4 		$1.48K Buy
+59
New +$1.49K ﹤0.01% 501

Other funds holding SCHR

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Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Greenline Wealth Management's SCHR Position: Q1 2026 in Review

Greenline Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 59 shares — an estimated $1.48K sold.

Greenline Wealth Management first reported a position in SCHR in Q4 2025 and held it in 1 quarter. The position peaked at $1.48K in Q4 2025. 512 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Greenline Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 59 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $1.48K.
  • Greenline Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $1.48K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.