IAA
SCHR

Independent Advisor Alliance’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Independent Advisor Alliance’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 		$660K Buy
26,487
+1,130
+4% +$28.3K 0.01% 1008
2025
Q4 		$636K Sell
25,357
-2,735
-10% -$68.8K 0.02% 585
2025
Q3 		$706K Sell
28,092
-1,150
-4% -$28.7K 0.02% 532
2025
Q2 		$732K Sell
29,242
-5,583
-16% -$138K 0.02% 489
2025
Q1 		$866K Sell
34,825
-8,131
-19% -$199K 0.03% 398
2024
Q4 		$1.04M Buy
+42,956
New +$1.06M 0.01% 720
2022
Q2 		– Sell
-10,634
Closed -$283K – 684
2022
Q1 		$283K Sell
10,634
-1,090
-9% -$29.8K 0.01% 516
2021
Q4 		$329K Hold
11,724
– – 0.02% 499
2021
Q3 		$332K Hold
11,724
– – 0.02% 470
2021
Q2 		$333K Hold
11,724
– – 0.02% 484
2021
Q1 		$331K Sell
11,724
-4,066
-26% -$117K 0.02% 466
2020
Q4 		$460K Hold
15,790
– – 0.03% 358
2020
Q3 		$460K Hold
15,790
– – 0.03% 315
2020
Q2 		$465K Hold
15,790
– – 0.05% 283
2020
Q1 		$464K Sell
15,790
-774
-5% -$21.9K 0.07% 222
2019
Q4 		$455K Buy
16,564
+774
+5% +$21.4K 0.02% 554
2019
Q3 		$434K Buy
+15,790
New +$437K 0.05% 268
2019
Q2 		– Sell
-15,790
Closed -$425K – 468
2019
Q1 		$425K Buy
+15,790
New +$419K 0.06% 251

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 $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Independent Advisor Alliance's SCHR Position: Q1 2026 in Review

Independent Advisor Alliance increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.5% in Q1 2026, buying an estimated $28.3K and bringing the position to 26,487 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #1008.

Independent Advisor Alliance first reported a position in SCHR in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.04M in Q4 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Independent Advisor Alliance held 26,487 shares of Schwab Intermediately-Term US Treasury ETF worth $660K as of Q1 2026.
  • Independent Advisor Alliance bought 1,130 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $28.3K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1008 holding.
  • Independent Advisor Alliance first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2019 and has held it in 18 quarters since.
  • Independent Advisor Alliance's Schwab Intermediately-Term US Treasury ETF position peaked at $1.04M in Q4 2024.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.