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

Meridian 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	$330K	Sell	13,234 -11,777	-47%	-$295K	0.08%	69
2025 Q4	$627K	Buy	25,011 +4,031	+19%	+$101K	0.16%	58
2025 Q3	$527K	Sell	20,980 -8,368	-29%	-$209K	0.14%	58
2025 Q2	$729K	Sell	29,348 -51,970	-64%	-$1.29M	0.2%	52
2025 Q1	$2.02M	Sell	81,318 -3,576	-4%	-$87.6K	0.63%	37
2024 Q4	$2.06M	Sell	84,894 -12,906	-13%	-$318K	0.54%	37
2024 Q3	$2.47M	Sell	97,800 -8,804	-8%	-$220K	0.63%	36
2024 Q2	$2.6M	Sell	106,604 -23,406	-18%	-$567K	0.71%	39
2024 Q1	$3.19M	Sell	130,010 -4,886	-4%	-$120K	0.87%	33
2023 Q4	$3.31M	Sell	134,896 -107,326	-44%	-$2.59M	0.94%	27
2023 Q3	$5.81M	Buy	242,222 +2,498	+1%	+$60.8K	1.89%	10
2023 Q2	$5.91M	Sell	239,724 -8,580	-3%	-$215K	1.85%	11
2023 Q1	$6.26M	Buy	248,304 +35,346	+17%	+$881K	2.05%	10
2022 Q4	$5.24M	Buy	+212,958	New	+$5.24M	1.91%	11

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

Meridian Management's SCHR Position: Q1 2026 in Review

Meridian Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 47% in Q1 2026, selling an estimated $295K and leaving 13,234 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #69.

Meridian Management first reported a position in SCHR in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.26M in Q1 2023. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Meridian Management held 13,234 shares of Schwab Intermediately-Term US Treasury ETF worth $330K as of Q1 2026.
Meridian Management sold 11,777 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $295K.
Schwab Intermediately-Term US Treasury ETF made up 0.08% of Meridian Management's portfolio in Q1 2026, its #69 holding.
Meridian Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 14 quarters since.
Meridian Management's Schwab Intermediately-Term US Treasury ETF position peaked at $6.26M in Q1 2023.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.