IC
SCHR

IEQ Capital’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

IEQ Capital’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 		$4.24M Buy
+170,084
New +$4.26M 0.02% 540
2025
Q1 		– Sell
-11,832
Closed -$287K – 1716
2024
Q4 		$287K Buy
11,832
+570
+5% +$14K ﹤0.01% 1038
2024
Q3 		$285K Hold
11,262
– – ﹤0.01% 941
2024
Q2 		$275K Buy
+11,262
New +$273K ﹤0.01% 823
2023
Q4 		– Sell
-10,348
Closed -$248K – 985
2023
Q3 		$248K Sell
10,348
-1,986
-16% -$48.3K 0.01% 778
2023
Q2 		$304K Buy
12,334
+20
+0.2% +$501 0.01% 674
2023
Q1 		$311K Buy
12,314
+12
+0.1% +$299 0.01% 704
2022
Q4 		$303K Buy
+12,302
New +$303K 0.01% 625

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

IEQ Capital's SCHR Position: Q1 2026 in Review

IEQ Capital opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 170,084 shares worth $4.24M. The stake represents 0.02% of the portfolio and ranks #540 among its holdings. This is a return to the name: IEQ Capital previously reported a position in SCHR as recently as Q4 2024.

IEQ Capital first reported a position in SCHR in Q4 2022 and has held it in 8 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • IEQ Capital held 170,084 shares of Schwab Intermediately-Term US Treasury ETF worth $4.24M as of Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new IEQ Capital position in Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.02% of IEQ Capital's portfolio in Q1 2026, its #540 holding.
  • IEQ Capital first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 8 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.