IWM
SCHR

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

IHT 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 		$918K Sell
36,872
-1,725
-4% -$43.2K 0.02% 604
2025
Q4 		$968K Sell
38,597
-11,454
-23% -$288K 0.02% 547
2025
Q3 		$1.26M Sell
50,051
-19,503
-28% -$487K 0.03% 464
2025
Q2 		$1.74M Sell
69,554
-24,298
-26% -$602K 0.05% 344
2025
Q1 		$2.33M Sell
93,852
-23,009
-20% -$563K 0.07% 257
2024
Q4 		$2.84M Sell
116,861
-108,437
-48% -$2.67M 0.09% 208
2024
Q3 		$5.7M Buy
225,298
+64,610
+40% +$1.61M 0.16% 120
2024
Q2 		$3.92M Buy
160,688
+45,452
+39% +$1.1M 0.15% 143
2024
Q1 		$2.83M Buy
115,236
+92,524
+407% +$2.27M 0.11% 187
2023
Q4 		$565K Buy
22,712
+1,898
+9% +$45.9K 0.03% 554
2023
Q3 		$499K Buy
20,814
+1,046
+5% +$25.5K 0.03% 555
2023
Q2 		$487K Buy
19,768
+1,372
+7% +$34.4K 0.03% 549
2023
Q1 		$464K Sell
18,396
-2,770
-13% -$69K 0.03% 525
2022
Q4 		$521K Sell
21,166
-1,614
-7% -$39.7K 0.03% 484
2022
Q3 		$560K Buy
22,780
+4,244
+23% +$108K 0.04% 426
2022
Q2 		$478K Buy
18,536
+12
+0.1% +$310 0.04% 398
2022
Q1 		$493K Sell
18,524
-314
-2% -$8.57K 0.04% 412
2021
Q4 		$529K Sell
18,838
-62
-0.3% -$1.75K 0.04% 420
2021
Q3 		$536K Sell
18,900
-3,248
-15% -$92.9K 0.04% 406
2021
Q2 		$630K Buy
22,148
+710
+3% +$20.2K 0.04% 449
2021
Q1 		$605K Sell
21,438
-446
-2% -$12.8K 0.04% 394
2020
Q4 		$637K Sell
21,884
-264
-1% -$7.69K 0.05% 333
2020
Q3 		$650K Buy
22,148
+1,278
+6% +$37.5K 0.07% 281
2020
Q2 		$613K Sell
20,870
-182
-0.9% -$5.34K 0.08% 249
2020
Q1 		$619K Sell
21,052
-1,210
-5% -$34.2K 0.09% 242
2019
Q4 		$611K Buy
22,262
+510
+2% +$14.1K 0.07% 290
2019
Q3 		$604K Buy
21,752
+6,580
+43% +$182K 0.08% 285
2019
Q2 		$417K Buy
15,172
+158
+1% +$4.26K 0.06% 325
2019
Q1 		$404K Buy
15,014
+384
+3% +$10.2K 0.07% 305
2018
Q4 		$387K Buy
14,630
+1,148
+9% +$29.8K 0.07% 287
2018
Q3 		$349K Buy
13,482
+4,580
+51% +$119K 0.08% 290
2018
Q2 		$233K Buy
+8,902
New +$232K 0.06% 351

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

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

IHT Wealth Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.5% in Q1 2026, selling an estimated $43.2K and leaving 36,872 shares worth $918K. The position accounts for 0.02% of the portfolio, ranked #604.

IHT Wealth Management first reported a position in SCHR in Q2 2018 and has held it in 32 quarters since. The position peaked at $5.7M in Q3 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • IHT Wealth Management held 36,872 shares of Schwab Intermediately-Term US Treasury ETF worth $918K as of Q1 2026.
  • IHT Wealth Management sold 1,725 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $43.2K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #604 holding.
  • IHT Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2018 and has held it in 32 quarters since.
  • IHT Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $5.7M in Q3 2024.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.