Koshinski Asset Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Koshinski Asset 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	$1.09M	Sell	43,928 -1,913	-4%	-$47.9K	0.07%	262
2025 Q4	$1.15M	Buy	45,841 +1,431	+3%	+$36K	0.07%	243
2025 Q3	$1.12M	Buy	44,410 +1,264	+3%	+$31.6K	0.08%	248
2025 Q2	$1.08M	Buy	43,146 +184	+0.4%	+$4.56K	0.08%	245
2025 Q1	$1.07M	Buy	42,962 +281	+0.7%	+$6.88K	0.09%	231
2024 Q4	$1.04B	Sell	42,681 -13,195	-24%	-$325K	0.09%	230
2024 Q3	$1.41M	Buy	55,876 +3,858	+7%	+$96.4K	0.12%	166
2024 Q2	$1.27M	Buy	52,018 +36,618	+238%	+$887K	0.12%	166
2024 Q1	$378K	Buy	+15,400	New	+$379K	0.04%	381
2023 Q4	–	Sell	-58,374	Closed	-$1.4M	–	615
2023 Q3	$1.4M	Buy	58,374 +620	+1%	+$15.1K	0.16%	132
2023 Q2	$1.42M	Buy	+57,754	New	+$1.45M	0.15%	144
2023 Q1	–	Sell	-54,302	Closed	-$1.34M	–	620
2022 Q4	$1.34M	Sell	54,302 -4,620	-8%	-$114K	0.13%	176
2022 Q3	$1.45M	Sell	58,922 -2,314	-4%	-$59.2K	0.17%	144
2022 Q2	$1.58M	Buy	61,236 +44	+0.1%	+$1.14K	0.16%	155
2022 Q1	$1.63M	Buy	61,192 +290	+0.5%	+$7.92K	0.13%	165
2021 Q4	$1.71M	Buy	60,902 +98	+0.2%	+$2.76K	0.14%	159
2021 Q3	$1.72M	Sell	60,804 -5,138	-8%	-$147K	0.15%	154
2021 Q2	$1.88M	Buy	65,942 +3,584	+6%	+$102K	0.24%	103
2021 Q1	$1.76M	Sell	62,358 -4,416	-7%	-$127K	0.19%	134
2020 Q4	$1.94M	Buy	66,774 +4,024	+6%	+$117K	0.25%	102
2020 Q3	$1.83K	Buy	62,750 +12,688	+25%	+$373K	0.25%	96
2020 Q2	$1.47M	Buy	50,062 +5,542	+12%	+$163K	0.24%	110
2020 Q1	$1.31M	Buy	44,520 +128	+0.3%	+$3.62K	0.27%	101
2019 Q4	$1.22M	Buy	+44,392	New	+$1.23M	0.21%	148
2018 Q4	–	Sell	-51,010	Closed	-$1.32M	–	495
2018 Q3	$1.32M	Buy	+51,010	New	+$1.33M	0.19%	159

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

Koshinski Asset Management's SCHR Position: Q1 2026 in Review

Koshinski Asset Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.2% in Q1 2026, selling an estimated $47.9K and leaving 43,928 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #262.

Koshinski Asset Management first reported a position in SCHR in Q3 2018 and has held it in 25 quarters since. The position peaked at $1.04B in Q4 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Koshinski Asset Management held 43,928 shares of Schwab Intermediately-Term US Treasury ETF worth $1.09M as of Q1 2026.
Koshinski Asset Management sold 1,913 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $47.9K.
Schwab Intermediately-Term US Treasury ETF made up 0.07% of Koshinski Asset Management's portfolio in Q1 2026, its #262 holding.
Koshinski Asset Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2018 and has held it in 25 quarters since.
Koshinski Asset Management's Schwab Intermediately-Term US Treasury ETF position peaked at $1.04B in Q4 2024.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.