Integrated Advisors Network’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Integrated Advisors Network’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	$406K	Sell	16,280 -390	-2%	-$9.78K	0.02%	498
2025 Q4	$418K	Sell	16,670 -283	-2%	-$7.12K	0.02%	515
2025 Q3	$426K	Buy	16,953 +395	+2%	+$9.87K	0.02%	541
2025 Q2	$414K	Sell	16,558 -1,433	-8%	-$35.5K	0.02%	540
2025 Q1	$447K	Sell	17,991 -93	-0.5%	-$2.28K	0.02%	488
2024 Q4	$439K	Buy	18,084 +266	+1%	+$6.54K	0.02%	489
2024 Q3	$451K	Sell	17,818 -44	-0.2%	-$1.1K	0.02%	505
2024 Q2	$436K	Sell	17,862 -458	-3%	-$11.1K	0.02%	484
2024 Q1	$449K	Sell	18,320 -132	-0.7%	-$3.25K	0.02%	490
2023 Q4	$459K	Buy	+18,452	New	+$446K	0.03%	458
2022 Q2	–	Sell	-7,914	Closed	-$211K	–	723
2022 Q1	$211K	Sell	7,914 -952	-11%	-$26K	0.01%	624
2021 Q4	$249K	Sell	8,866 -2,490	-22%	-$70.1K	0.01%	563
2021 Q3	$322K	Sell	11,356 -330	-3%	-$9.44K	0.02%	498
2021 Q2	$332K	Sell	11,686 -132	-1%	-$3.75K	0.02%	448
2021 Q1	$333K	Buy	+11,818	New	+$339K	0.03%	406

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 $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

Integrated Advisors Network's SCHR Position: Q1 2026 in Review

Integrated Advisors Network reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2.3% in Q1 2026, selling an estimated $9.78K and leaving 16,280 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #498.

Integrated Advisors Network first reported a position in SCHR in Q1 2021 and has held it in 15 quarters since. The position peaked at $459K in Q4 2023. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Integrated Advisors Network held 16,280 shares of Schwab Intermediately-Term US Treasury ETF worth $406K as of Q1 2026.
Integrated Advisors Network sold 390 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $9.78K.
Schwab Intermediately-Term US Treasury ETF made up 0.02% of Integrated Advisors Network's portfolio in Q1 2026, its #498 holding.
Integrated Advisors Network first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2021 and has held it in 15 quarters since.
Integrated Advisors Network's Schwab Intermediately-Term US Treasury ETF position peaked at $459K in Q4 2023.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.