IIM
SCHR

IFC & Insurance Marketing’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

IFC & Insurance Marketing’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
-19,081
Closed -$479K – 563
2025
Q4 		$479K Buy
+19,081
New +$480K 0.48% 32

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Bank of America
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JP Morgan Chase
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Envestnet Asset Management
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ETC
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CWA
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MFT
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IFC & Insurance Marketing's SCHR Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 19,081 shares — an estimated $479K sold.

IFC & Insurance Marketing first reported a position in SCHR in Q4 2025 and held it in 1 quarter. The position peaked at $479K in Q4 2025. 512 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 19,081 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $479K.
  • IFC & Insurance Marketing first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Schwab Intermediately-Term US Treasury ETF position peaked at $479K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.