HI
SCHR

Harbour Investments’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Harbour Investments’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 		$118K Buy
4,736
+1,728
+57% +$43.3K ﹤0.01% 1829
2025
Q4 		$75.4K Sell
3,008
-82
-3% -$2.06K ﹤0.01% 1766
2025
Q3 		$77.7K Buy
3,090
+473
+18% +$11.8K ﹤0.01% 1684
2025
Q2 		$65.5K Buy
2,617
+89
+4% +$2.21K ﹤0.01% 1690
2025
Q1 		$62.8K Buy
2,528
+896
+55% +$21.9K ﹤0.01% 1658
2024
Q4 		$39.6K Sell
1,632
-54
-3% -$1.33K ﹤0.01% 1827
2024
Q3 		$42.7K Buy
1,686
+330
+24% +$8.25K ﹤0.01% 1742
2024
Q2 		$33.1K Buy
1,356
+66
+5% +$1.6K ﹤0.01% 1741
2024
Q1 		$31.6K Sell
1,290
-2,746
-68% -$67.5K ﹤0.01% 1740
2023
Q4 		$100K Sell
4,036
-172
-4% -$4.16K ﹤0.01% 1135
2023
Q3 		$101K Sell
4,208
-102
-2% -$2.48K 0.01% 1052
2023
Q2 		$106K Sell
4,310
-386
-8% -$9.67K 0.01% 1035
2023
Q1 		$118K Buy
4,696
+1,382
+42% +$34.4K 0.01% 966
2022
Q4 		$81.6K Buy
3,314
+492
+17% +$12.1K 0.01% 1102
2022
Q3 		$73K Hold
2,822
– – ﹤0.01% 1115
2022
Q2 		$73K Buy
+2,822
New +$73K ﹤0.01% 1115
2021
Q4 		$206K Sell
7,332
-3,522
-32% -$99.1K 0.01% 710
2021
Q3 		$308K Sell
10,854
-2,200
-17% -$62.9K 0.01% 829
2021
Q2 		$371K Buy
13,054
+3,168
+32% +$89.9K 0.01% 792
2021
Q1 		$279K Buy
+9,886
New +$284K 0.01% 829

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 $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Harbour Investments's SCHR Position: Q1 2026 in Review

Harbour Investments increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 57% in Q1 2026, buying an estimated $43.3K and bringing the position to 4,736 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Harbour Investments first reported a position in SCHR in Q1 2021 and has held it in 20 quarters since. The position peaked at $371K in Q2 2021. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Harbour Investments held 4,736 shares of Schwab Intermediately-Term US Treasury ETF worth $118K as of Q1 2026.
  • Harbour Investments bought 1,728 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $43.3K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1829 holding.
  • Harbour Investments first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Schwab Intermediately-Term US Treasury ETF position peaked at $371K in Q2 2021.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.