LOWM
SCHR

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

Laurel Oak 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 		$206K Buy
8,270
+2
+0% +$50 0.03% 339
2025
Q4 		$207K Buy
+8,268
New +$208K 0.03% 341

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 $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Laurel Oak Wealth Management's SCHR Position: Q1 2026 in Review

Laurel Oak Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.02% in Q1 2026, buying an estimated $50 and bringing the position to 8,270 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #339.

Laurel Oak Wealth Management first reported a position in SCHR in Q4 2025 and has held it in 2 quarters since. The position peaked at $207K in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Laurel Oak Wealth Management held 8,270 shares of Schwab Intermediately-Term US Treasury ETF worth $206K as of Q1 2026.
  • Laurel Oak Wealth Management bought 2 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $50.
  • Schwab Intermediately-Term US Treasury ETF made up 0.03% of Laurel Oak Wealth Management's portfolio in Q1 2026, its #339 holding.
  • Laurel Oak Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Laurel Oak Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $207K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.