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

MilWealth 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	$1.93M	Hold	77,302	–	–	0.46%	15
2025 Q4	$1.94M	Hold	77,302	–	–	0.46%	15
2025 Q3	$1.94M	Hold	77,302	–	–	0.47%	15
2025 Q2	$1.93M	Sell	77,302 -2,271	-3%	-$56.3K	0.5%	15
2025 Q1	$1.98M	Sell	79,573 -3,311	-4%	-$81.1K	0.54%	14
2024 Q4	$2.01M	Buy	82,884 +3,310	+4%	+$81.4K	0.55%	14
2024 Q3	$2.01M	Hold	79,574	–	–	0.59%	15
2024 Q2	$1.94M	Buy	79,574 +2	+0%	+$48	0.61%	15
2024 Q1	$1.95M	Hold	79,572	–	–	0.62%	15
2023 Q4	$1.98M	Buy	79,572 +76,644	+2,618%	+$1.85M	0.66%	14
2023 Q3	$70.2K	Buy	2,928 +122	+4%	+$2.97K	0.03%	33
2023 Q2	$69.1K	Hold	2,806	–	–	0.03%	30
2023 Q1	$70.8K	Hold	2,806	–	–	0.03%	31
2022 Q4	$69.1K	Buy	2,806 +1,886	+205%	+$46.4K	0.03%	31
2022 Q3	$22.6K	Sell	920 -6,798	-88%	-$174K	0.01%	42
2022 Q2	$199K	Sell	7,718 -23,190	-75%	-$600K	0.09%	23
2022 Q1	$823K	Sell	30,908 -160,714	-84%	-$4.39M	0.31%	17
2021 Q4	$5.38M	Buy	+191,622	New	+$5.39M	1.99%	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 $477M AUM 14.5% 1-Year Est. Return

MFT

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

MilWealth Group's SCHR Position: Q1 2026 in Review

MilWealth Group held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2026 at 77,302 shares worth $1.93M. The position accounts for 0.46% of the portfolio, ranked #15.

MilWealth Group first reported a position in SCHR in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.38M in Q4 2021. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

MilWealth Group held 77,302 shares of Schwab Intermediately-Term US Treasury ETF worth $1.93M as of Q1 2026.
MilWealth Group left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up 0.46% of MilWealth Group's portfolio in Q1 2026, its #15 holding.
MilWealth Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and has held it in 18 quarters since.
MilWealth Group's Schwab Intermediately-Term US Treasury ETF position peaked at $5.38M in Q4 2021.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.