M. Kulyk & Associates’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

M. Kulyk & Associates’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	$686K	Buy	27,559 +5,859	+27%	+$147K	0.13%	64
2025 Q4	$544K	Buy	21,700 +11,549	+114%	+$291K	0.1%	65
2025 Q3	$255K	Sell	10,151 -1,774	-15%	-$44.3K	0.05%	87
2025 Q2	$298K	Buy	+11,925	New	+$295K	0.06%	83

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

M. Kulyk & Associates's SCHR Position: Q1 2026 in Review

M. Kulyk & Associates increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 27% in Q1 2026, buying an estimated $147K and bringing the position to 27,559 shares worth $686K. The position accounts for 0.13% of the portfolio, ranked #64.

M. Kulyk & Associates first reported a position in SCHR in Q2 2025 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

M. Kulyk & Associates held 27,559 shares of Schwab Intermediately-Term US Treasury ETF worth $686K as of Q1 2026.
M. Kulyk & Associates bought 5,859 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $147K.
Schwab Intermediately-Term US Treasury ETF made up 0.13% of M. Kulyk & Associates's portfolio in Q1 2026, its #64 holding.
M. Kulyk & Associates first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and has held it in 4 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.