HWM
SCHR

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

HB 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
-10,829
Closed -$272K – 1589
2025
Q4 		$272K Buy
+10,829
New +$273K ﹤0.01% 1187
2025
Q2 		– Sell
-9,505
Closed -$236K – 1279
2025
Q1 		$236K Sell
9,505
-763
-7% -$18.7K ﹤0.01% 1065
2024
Q4 		$249K Sell
10,268
-6,392
-38% -$157K ﹤0.01% 882
2024
Q3 		$422K Sell
16,660
-544
-3% -$13.6K ﹤0.01% 648
2024
Q2 		$420K Sell
17,204
-1,238
-7% -$30K ﹤0.01% 595
2024
Q1 		$452K Sell
18,442
-424
-2% -$10.4K 0.01% 535
2023
Q4 		$469K Buy
18,866
+2,648
+16% +$64K 0.01% 483
2023
Q3 		$389K Sell
16,218
-1,332
-8% -$32.4K 0.01% 501
2023
Q2 		$432K Sell
17,550
-296
-2% -$7.42K 0.01% 455
2023
Q1 		$450K Sell
17,846
-1,066
-6% -$26.6K 0.01% 436
2022
Q4 		$466K Sell
18,912
-2,354
-11% -$57.9K 0.01% 413
2022
Q3 		$523K Sell
21,266
-2,336
-10% -$59.7K 0.01% 331
2022
Q2 		$609K Sell
23,602
-6,190
-21% -$160K 0.01% 312
2022
Q1 		$793K Sell
29,792
-14,466
-33% -$395K 0.01% 290
2021
Q4 		$1.24M Buy
+44,258
New +$1.25M 0.03% 212

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

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

HB Wealth Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 10,829 shares — an estimated $272K sold.

HB Wealth Management first reported a position in SCHR in Q4 2021 and held it in 15 quarters. The position peaked at $1.24M in Q4 2021. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • HB Wealth Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • HB Wealth Management sold 10,829 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $272K.
  • HB Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and held it in 15 quarters.
  • HB Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $1.24M in Q4 2021.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.