MWM
SCHR

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

Modern Wealth 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 		$214K Sell
8,633
-2,656
-24% -$66.6K ﹤0.01% 816
2025
Q4 		$283K Buy
11,289
+620
+6% +$15.6K 0.01% 700
2025
Q3 		$268K Sell
10,669
-222
-2% -$5.55K 0.01% 678
2025
Q2 		$273K Sell
10,891
-496
-4% -$12.3K 0.01% 636
2025
Q1 		$283K Buy
+11,387
New +$279K 0.01% 545

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

Modern Wealth Management's SCHR Position: Q1 2026 in Review

Modern Wealth Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 24% in Q1 2026, selling an estimated $66.6K and leaving 8,633 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Modern Wealth Management first reported a position in SCHR in Q1 2025 and has held it in 5 quarters since. The position peaked at $283K in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Modern Wealth Management held 8,633 shares of Schwab Intermediately-Term US Treasury ETF worth $214K as of Q1 2026.
  • Modern Wealth Management sold 2,656 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $66.6K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #816 holding.
  • Modern Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Modern Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $283K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.