Lifeworks Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Lifeworks 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	-9,392	Closed	-$236K	–	332
2025 Q4	$236K	Buy	9,392 +716	+8%	+$18K	0.03%	298
2025 Q3	$218K	Sell	8,676 -6	-0.1%	-$150	0.03%	313
2025 Q2	$217K	Sell	8,682 -133	-2%	-$3.3K	0.03%	297
2025 Q1	$219K	Buy	8,815 +460	+6%	+$11.3K	0.04%	284
2024 Q4	$203K	Buy	+8,355	New	+$206K	0.04%	296

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 $477M AUM 14.5% 1-Year Est. Return

MFT

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

Lifeworks Advisors's SCHR Position: Q1 2026 in Review

Lifeworks Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 9,392 shares — an estimated $236K sold.

Lifeworks Advisors first reported a position in SCHR in Q4 2024 and held it in 5 quarters. The position peaked at $236K in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Lifeworks Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Lifeworks Advisors sold 9,392 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $236K.
Lifeworks Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and held it in 5 quarters.
Lifeworks Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $236K in Q4 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.