JWCA
SCHR

J.W. Cole Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

J.W. Cole 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 		– Sell
-11,843
Closed -$162K – 1360
2025
Q4 		$162K Sell
11,843
-3
-0% -$75 ﹤0.01% 1329
2025
Q3 		$298K Buy
11,846
+168
+1% +$4.2K 0.01% 1217
2025
Q2 		$292K Buy
+11,678
New +$289K 0.01% 1158

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 $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

J.W. Cole Advisors's SCHR Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 11,843 shares — an estimated $162K sold.

J.W. Cole Advisors first reported a position in SCHR in Q2 2025 and held it in 3 quarters. The position peaked at $298K in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 11,843 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $162K.
  • J.W. Cole Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and held it in 3 quarters.
  • J.W. Cole Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $298K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.