Jim Simons
SCHR

Jim Simons’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Jim Simons’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 		$3.23M Buy
129,700
+84,700
+188% +$2.12M 0.01% 1626
2025
Q4 		$1.13M Sell
45,000
-108,900
-71% -$2.74M ﹤0.01% 2208
2025
Q3 		$3.87M Buy
153,900
+117,300
+320% +$2.93M 0.01% 1644
2025
Q2 		$916K Sell
36,600
-150,400
-80% -$3.73M ﹤0.01% 2564
2025
Q1 		$4.65M Buy
+187,000
New +$4.58M 0.01% 1480
2024
Q4 		– Sell
-9,356
Closed -$237K – 3872
2024
Q3 		$237K Buy
+9,356
New +$234K ﹤0.01% 3068
2022
Q3 		– Sell
-11,800
Closed -$304K – 4360
2022
Q2 		$304K Buy
+11,800
New +$305K ﹤0.01% 3454
2022
Q1 		– Sell
-144,400
Closed -$4.05M – 4415
2021
Q4 		$4.05M Buy
+144,400
New +$4.06M 0.01% 1656
2021
Q3 		– Sell
-175,178
Closed -$4.98M – 3795
2021
Q2 		$4.98M Sell
175,178
-112,622
-39% -$3.2M 0.01% 1645
2021
Q1 		$8.12M Buy
287,800
+106,000
+58% +$3.04M 0.01% 1327
2020
Q4 		$5.29M Buy
181,800
+17,600
+11% +$513K 0.01% 1552
2020
Q3 		$4.82M Buy
164,200
+29,400
+22% +$863K ﹤0.01% 1598
2020
Q2 		$3.96M Buy
134,800
+10,540
+8% +$309K ﹤0.01% 1789
2020
Q1 		$3.65M Buy
+124,260
New +$3.51M ﹤0.01% 1746
2019
Q3 		– Sell
-76,742
Closed -$2.11M – 3663
2019
Q2 		$2.11M Sell
76,742
-20,400
-21% -$551K ﹤0.01% 2294
2019
Q1 		$2.61M Buy
+97,142
New +$2.58M ﹤0.01% 2174
2018
Q3 		– Sell
-20,542
Closed -$537K – 3536
2018
Q2 		$537K Buy
+20,542
New +$535K ﹤0.01% 2810

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 $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

Jim Simons's SCHR Position: Q1 2026 in Review

Jim Simons increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 188% in Q1 2026, buying an estimated $2.12M and bringing the position to 129,700 shares worth $3.23M. The position accounts for 0.01% of the portfolio, ranked #1626.

Jim Simons first reported a position in SCHR in Q2 2018 and has held it in 17 quarters since. The position peaked at $8.12M in Q1 2021. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Jim Simons held 129,700 shares of Schwab Intermediately-Term US Treasury ETF worth $3.23M as of Q1 2026.
  • Jim Simons bought 84,700 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $2.12M.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1626 holding.
  • Jim Simons first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2018 and has held it in 17 quarters since.
  • Jim Simons's Schwab Intermediately-Term US Treasury ETF position peaked at $8.12M in Q1 2021.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.