Intelligence Driven Advisers’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Intelligence Driven Advisers’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	$40.9M	Sell	1,640,713 -128,253	-7%	-$3.21M	7.13%	5
2025 Q4	$44.4M	Sell	1,768,966 -125,968	-7%	-$3.17M	6.34%	6
2025 Q3	$47.6M	Buy	1,894,934 +127,799	+7%	+$3.19M	6.6%	5
2025 Q2	$44.2M	Buy	1,767,135 +165,252	+10%	+$4.09M	6.67%	5
2025 Q1	$39.8M	Sell	1,601,883 -25,180	-2%	-$617K	7.67%	5
2024 Q4	$39.5M	Sell	1,627,063 -338,075	-17%	-$8.32M	7.43%	5
2024 Q3	$49.7M	Sell	1,965,138 -22,390	-1%	-$559K	7.11%	5
2024 Q2	$48.5M	Buy	1,987,528 +18,412	+0.9%	+$446K	6.87%	6
2024 Q1	$48.3M	Buy	1,969,116 +1,398,100	+245%	+$34.4M	7.14%	7
2023 Q4	$14.2M	Sell	571,016 -24,336	-4%	-$588K	2.3%	11
2023 Q3	$14.2M	Buy	595,352 +46,646	+9%	+$1.14M	2.52%	13
2023 Q2	$13.3M	Buy	+548,706	New	+$13.7M	2.34%	13

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 $434M AUM 11.97% 1-Year Est. Return

MFT

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

Intelligence Driven Advisers's SCHR Position: Q1 2026 in Review

Intelligence Driven Advisers reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 7.3% in Q1 2026, selling an estimated $3.21M and leaving 1,640,713 shares worth $40.9M. The position accounts for 7.13% of the portfolio, ranked #5.

Intelligence Driven Advisers first reported a position in SCHR in Q2 2023 and has held it in 12 quarters since. The position peaked at $49.7M in Q3 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Intelligence Driven Advisers held 1,640,713 shares of Schwab Intermediately-Term US Treasury ETF worth $40.9M as of Q1 2026.
Intelligence Driven Advisers sold 128,253 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $3.21M.
Schwab Intermediately-Term US Treasury ETF made up 7.13% of Intelligence Driven Advisers's portfolio in Q1 2026, its #5 holding.
Intelligence Driven Advisers first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and has held it in 12 quarters since.
Intelligence Driven Advisers's Schwab Intermediately-Term US Treasury ETF position peaked at $49.7M in Q3 2024.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Intelligence Driven Advisers's 13F filing for Q1 2026, filed 15 May 2026.