Mutual Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Mutual Advisors’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	$481K	Sell	19,302 -110	-0.6%	-$2.76K	0.01%	898
2025 Q4	$487K	Buy	19,412 +201	+1%	+$5.06K	0.01%	893
2025 Q3	$486K	Sell	19,211 -2,593	-12%	-$64.8K	0.01%	871
2025 Q2	$542K	Buy	21,804 +3,008	+16%	+$74.5K	0.01%	747
2025 Q1	$468K	Buy	+18,796	New	+$460K	0.01%	739
2024 Q1	–	Sell	-11,026	Closed	-$274K	–	1125
2023 Q4	$274K	Buy	+11,026	New	+$266K	0.01%	847

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

Mutual Advisors's SCHR Position: Q1 2026 in Review

Mutual Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.57% in Q1 2026, selling an estimated $2.76K and leaving 19,302 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #898.

Mutual Advisors first reported a position in SCHR in Q4 2023 and has held it in 6 quarters since. The position peaked at $542K in Q2 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Mutual Advisors held 19,302 shares of Schwab Intermediately-Term US Treasury ETF worth $481K as of Q1 2026.
Mutual Advisors sold 110 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $2.76K.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #898 holding.
Mutual Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 6 quarters since.
Mutual Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $542K in Q2 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.