MML Investors Services
SCHR

MML Investors Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

MML Investors Services’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 		$9.4M Sell
377,312
-175,875
-32% -$4.41M 0.03% 562
2025
Q4 		$13.9M Buy
553,187
+142,216
+35% +$3.58M 0.03% 463
2025
Q3 		$10.3M Buy
410,971
+291,531
+244% +$7.28M 0.03% 534
2025
Q2 		$2.99M Sell
119,440
-1,727
-1% -$42.8K 0.01% 1044
2025
Q1 		$3.01M Sell
121,167
-15,984
-12% -$391K 0.01% 973
2024
Q4 		$3.33M Sell
137,151
-42,977
-24% -$1.06M 0.01% 878
2024
Q3 		$4.56M Buy
180,128
+24,382
+16% +$609K 0.02% 729
2024
Q2 		$3.8M Buy
155,746
+24,186
+18% +$586K 0.02% 749
2024
Q1 		$3.23M Sell
131,560
-19,830
-13% -$487K 0.01% 827
2023
Q4 		$3.76M Buy
151,390
+3,036
+2% +$73.4K 0.02% 722
2023
Q3 		$3.56M Buy
148,354
+14,296
+11% +$348K 0.02% 673
2023
Q2 		$3.3M Buy
134,058
+73,600
+122% +$1.84M 0.02% 692
2023
Q1 		$1.52M Sell
60,458
-43,646
-42% -$1.09M 0.01% 892
2022
Q4 		$2.56M Sell
104,104
-24,616
-19% -$606K 0.02% 727
2022
Q3 		$3.16M Buy
128,720
+18,642
+17% +$477K 0.02% 589
2022
Q2 		$2.84M Buy
110,078
+10,876
+11% +$281K 0.02% 614
2022
Q1 		$2.64M Buy
99,202
+10,464
+12% +$286K 0.02% 686
2021
Q4 		$2.49M Buy
88,738
+4,600
+5% +$129K 0.02% 675
2021
Q3 		$2.39M Sell
84,138
-2,022
-2% -$57.8K 0.02% 657
2021
Q2 		$2.45M Sell
86,160
-10,706
-11% -$304K 0.02% 638
2021
Q1 		$2.73M Buy
96,866
+17,402
+22% +$499K 0.03% 545
2020
Q4 		$2.31M Buy
79,464
+18,564
+30% +$541K 0.02% 540
2020
Q3 		$1.79M Buy
60,900
+11,754
+24% +$345K 0.02% 556
2020
Q2 		$1.44M Buy
49,146
+34,040
+225% +$998K 0.02% 609
2020
Q1 		$444K Buy
+15,106
New +$427K 0.01% 924

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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

MML Investors Services's SCHR Position: Q1 2026 in Review

MML Investors Services reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 32% in Q1 2026, selling an estimated $4.41M and leaving 377,312 shares worth $9.4M. The position accounts for 0.03% of the portfolio, ranked #562.

MML Investors Services first reported a position in SCHR in Q1 2020 and has held it in 25 quarters since. The position peaked at $13.9M in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • MML Investors Services held 377,312 shares of Schwab Intermediately-Term US Treasury ETF worth $9.4M as of Q1 2026.
  • MML Investors Services sold 175,875 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $4.41M.
  • Schwab Intermediately-Term US Treasury ETF made up 0.03% of MML Investors Services's portfolio in Q1 2026, its #562 holding.
  • MML Investors Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and has held it in 25 quarters since.
  • MML Investors Services's Schwab Intermediately-Term US Treasury ETF position peaked at $13.9M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.