HR
SCHR

Howe & Rusling’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Howe & Rusling’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 		$67.9K Sell
2,727
-2,553
-48% -$64K ﹤0.01% 348
2025
Q4 		$132K Sell
5,280
-3,184
-38% -$80.1K 0.01% 317
2025
Q3 		$213K Sell
8,464
-4,378
-34% -$109K 0.01% 284
2025
Q2 		$321K Buy
12,842
+4,298
+50% +$106K 0.02% 224
2025
Q1 		$212K Buy
8,544
+8,065
+1,684% +$197K 0.02% 261
2024
Q4 		$11.6K Buy
+479
New +$11.8K ﹤0.01% 367
2024
Q3 		– Sell
-1,956
Closed -$47.7K – 419
2024
Q2 		$47.7K Buy
1,956
+1,546
+377% +$37.4K ﹤0.01% 293
2024
Q1 		$10.1K Sell
410
-2,866
-87% -$70.5K ﹤0.01% 342
2023
Q4 		$81.4K Sell
3,276
-748
-19% -$18.1K 0.01% 255
2023
Q3 		$96.5K Buy
+4,024
New +$97.9K 0.01% 237
2023
Q2 		– Sell
-9,252
Closed -$233K – 344
2023
Q1 		$233K Buy
9,252
+6,842
+284% +$171K 0.03% 198
2022
Q4 		$59.3K Sell
2,410
-2,100
-47% -$51.7K 0.01% 233
2022
Q3 		$111K Hold
4,510
– – 0.01% 245
2022
Q2 		$116K Hold
4,510
– – 0.01% 242
2022
Q1 		$120K Hold
4,510
– – 0.01% 242
2021
Q4 		$127K Sell
4,510
-374
-8% -$10.5K 0.01% 232
2021
Q3 		$138K Buy
4,884
+374
+8% +$10.7K 0.02% 222
2021
Q2 		$128K Hold
4,510
– – 0.02% 219
2021
Q1 		$127K Hold
4,510
– – 0.02% 211
2020
Q4 		$131K Hold
4,510
– – 0.02% 199
2020
Q3 		$132K Hold
4,510
– – 0.02% 184
2020
Q2 		$133K Hold
4,510
– – 0.02% 169
2020
Q1 		$133K Buy
+4,510
New +$127K 0.03% 170
2019
Q4 		– Sell
-750
Closed -$21K – 876
2019
Q3 		$21K Buy
+750
New +$20.8K ﹤0.01% 381

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

Howe & Rusling's SCHR Position: Q1 2026 in Review

Howe & Rusling reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 48% in Q1 2026, selling an estimated $64K and leaving 2,727 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Howe & Rusling first reported a position in SCHR in Q3 2019 and has held it in 24 quarters since. The position peaked at $321K in Q2 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Howe & Rusling held 2,727 shares of Schwab Intermediately-Term US Treasury ETF worth $67.9K as of Q1 2026.
  • Howe & Rusling sold 2,553 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $64K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #348 holding.
  • Howe & Rusling first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2019 and has held it in 24 quarters since.
  • Howe & Rusling's Schwab Intermediately-Term US Treasury ETF position peaked at $321K in Q2 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.