KWM
SCHR

Kingsview Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Kingsview Wealth Management’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 		$332K Sell
13,319
-4,126
-24% -$103K ﹤0.01% 1040
2025
Q4 		$438K Sell
17,445
-78,275
-82% -$1.97M 0.01% 892
2025
Q3 		$2.41M Buy
95,720
+2,264
+2% +$56.6K 0.04% 425
2025
Q2 		$2.34M Sell
93,456
-1,965
-2% -$48.7K 0.04% 406
2025
Q1 		$2.37M Sell
95,421
-4,572
-5% -$112K 0.04% 356
2024
Q4 		$2.43M Sell
99,993
-183,133
-65% -$4.51M 0.05% 345
2024
Q3 		$7.16M Sell
283,126
-66,664
-19% -$1.67M 0.15% 148
2024
Q2 		$8.53M Sell
349,790
-5,348
-2% -$129K 0.2% 101
2024
Q1 		$8.71M Sell
355,138
-5,590
-2% -$137K 0.22% 100
2023
Q4 		$8.97M Sell
360,728
-47,574
-12% -$1.15M 0.27% 84
2023
Q3 		$9.79M Sell
408,302
-9,952
-2% -$242K 0.35% 62
2023
Q2 		$10.3M Sell
418,254
-12,078
-3% -$303K 0.4% 50
2023
Q1 		$10.9M Sell
430,332
-19,026
-4% -$474K 0.46% 50
2022
Q4 		$11.1M Sell
449,358
-12,722
-3% -$313K 0.48% 43
2022
Q3 		$11.4M Sell
462,080
-28,268
-6% -$723K 0.54% 34
2022
Q2 		$12.7M Buy
490,348
+15,398
+3% +$398K 0.61% 29
2022
Q1 		$12.6M Sell
474,950
-70,424
-13% -$1.92M 0.56% 34
2021
Q4 		$15.3M Sell
545,374
-892
-0.2% -$25.1K 0.64% 30
2021
Q3 		$15.5M Buy
546,266
+56,288
+11% +$1.61M 0.73% 24
2021
Q2 		$13.9M Sell
489,978
-46,380
-9% -$1.32M 0.69% 25
2021
Q1 		$15.1M Buy
536,358
+211,324
+65% +$6.06M 0.86% 14
2020
Q4 		$9.46M Sell
325,034
-21,502
-6% -$626K 0.69% 26
2020
Q3 		$10.2M Buy
346,536
+85,462
+33% +$2.51M 0.91% 15
2020
Q2 		$7.67M Buy
261,074
+17,450
+7% +$512K 0.77% 21
2020
Q1 		$7.16M Sell
243,624
-22,376
-8% -$632K 0.97% 18
2019
Q4 		$7.31M Buy
266,000
+108,362
+69% +$2.99M 0.92% 14
2019
Q3 		$4.38M Buy
157,638
+33,852
+27% +$937K 0.69% 37
2019
Q2 		$3.4M Buy
123,786
+21,918
+22% +$592K 0.57% 50
2019
Q1 		$2.74M Buy
101,868
+14,236
+16% +$378K 0.42% 63
2018
Q4 		$2.32M Buy
87,632
+19,996
+30% +$519K 0.51% 58
2018
Q3 		$1.75M Buy
67,636
+8,960
+15% +$233K 0.36% 86
2018
Q2 		$1.53M Buy
58,676
+5,568
+10% +$145K 0.37% 85
2018
Q1 		$1.4M Buy
53,108
+9,870
+23% +$259K 0.35% 81
2017
Q4 		$1.15M Buy
43,238
+4,108
+10% +$110K 0.41% 65
2017
Q3 		$1.05M Buy
39,130
+1,754
+5% +$47.5K 0.46% 60
2017
Q2 		$1.01M Buy
37,376
+2,408
+7% +$65.1K 0.52% 57
2017
Q1 		$937K Buy
+34,968
New +$935K 0.56% 56

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

Kingsview Wealth Management's SCHR Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 24% in Q1 2026, selling an estimated $103K and leaving 13,319 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Kingsview Wealth Management first reported a position in SCHR in Q1 2017 and has held it in 37 quarters since. The position peaked at $15.5M in Q3 2021. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Kingsview Wealth Management held 13,319 shares of Schwab Intermediately-Term US Treasury ETF worth $332K as of Q1 2026.
  • Kingsview Wealth Management sold 4,126 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $103K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1040 holding.
  • Kingsview Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $15.5M in Q3 2021.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.