Integrity Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Integrity Wealth Advisors’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	$1.02M	Hold	40,879	–	–	0.61%	33
2025 Q4	$1.02M	Sell	40,879 -594	-1%	-$14.9K	0.7%	30
2025 Q3	$1.04M	Buy	41,473 +157	+0.4%	+$3.92K	0.37%	34
2025 Q2	$1.03M	Sell	41,316 -4,508	-10%	-$112K	0.72%	24
2025 Q1	$1.14M	Buy	45,824 +208	+0.5%	+$5.09K	0.83%	20
2024 Q4	$1.11M	Buy	+45,616	New	+$1.12M	0.81%	16

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Integrity Wealth Advisors's SCHR Position: Q1 2026 in Review

Integrity Wealth Advisors held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2026 at 40,879 shares worth $1.02M. The position accounts for 0.61% of the portfolio, ranked #33.

Integrity Wealth Advisors first reported a position in SCHR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q1 2025. 512 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Integrity Wealth Advisors held 40,879 shares of Schwab Intermediately-Term US Treasury ETF worth $1.02M as of Q1 2026.
Integrity Wealth Advisors left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up 0.61% of Integrity Wealth Advisors's portfolio in Q1 2026, its #33 holding.
Integrity Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Integrity Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $1.14M in Q1 2025.
512 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.