Millstone Evans Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Millstone Evans Group’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	$3.39K	Hold	136	–	–	﹤0.01%	703
2025 Q4	$3.41K	Hold	136	–	–	﹤0.01%	697
2025 Q3	$3.42K	Hold	136	–	–	﹤0.01%	680
2025 Q2	$3.4K	Hold	136	–	–	﹤0.01%	629
2025 Q1	$3.38K	Hold	136	–	–	﹤0.01%	654
2024 Q4	$3.3K	Buy	+136	New	+$3.35K	﹤0.01%	611

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

Millstone Evans Group's SCHR Position: Q1 2026 in Review

Millstone Evans Group held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2026 at 136 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Millstone Evans Group first reported a position in SCHR in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.42K in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Millstone Evans Group held 136 shares of Schwab Intermediately-Term US Treasury ETF worth $3.39K as of Q1 2026.
Millstone Evans Group left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Millstone Evans Group's portfolio in Q1 2026, its #703 holding.
Millstone Evans Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Millstone Evans Group's Schwab Intermediately-Term US Treasury ETF position peaked at $3.42K in Q3 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.