IMA Advisory Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

IMA Advisory Services’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	$4.58K	Hold	184	–	–	﹤0.01%	424
2025 Q4	$4.61K	Hold	184	–	–	﹤0.01%	445
2025 Q3	$4.62K	Hold	184	–	–	﹤0.01%	332
2025 Q2	$4.61K	Hold	184	–	–	﹤0.01%	325
2025 Q1	$4.57K	Buy	+184	New	+$4.5K	﹤0.01%	325

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

IMA Advisory Services's SCHR Position: Q1 2026 in Review

IMA Advisory Services held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2026 at 184 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

IMA Advisory Services first reported a position in SCHR in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.62K in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

IMA Advisory Services held 184 shares of Schwab Intermediately-Term US Treasury ETF worth $4.58K as of Q1 2026.
IMA Advisory Services left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #424 holding.
IMA Advisory Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
IMA Advisory Services's Schwab Intermediately-Term US Treasury ETF position peaked at $4.62K in Q3 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.