M
SCHR

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

MYeCFO’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 		$5.92M Buy
237,678
+15,313
+7% +$384K 2.48% 10
2025
Q4 		$5.58M Buy
222,365
+19,117
+9% +$481K 2.37% 10
2025
Q3 		$5.11M Buy
203,248
+10,361
+5% +$259K 2.32% 10
2025
Q2 		$4.93M Buy
192,887
+4,974
+3% +$123K 2.42% 10
2025
Q1 		$4.67M Buy
187,913
+9,614
+5% +$235K 2.47% 10
2024
Q4 		$4.33M Sell
178,299
-8,101
-4% -$199K 2.34% 10
2024
Q3 		$4.72M Buy
186,400
+4,468
+2% +$112K 2.55% 9
2024
Q2 		$4.44M Sell
181,932
-8,246
-4% -$200K 2.56% 8
2024
Q1 		$4.66M Buy
190,178
+5,116
+3% +$126K 2.73% 7
2023
Q4 		$4.6M Buy
185,062
+21,082
+13% +$509K 2.9% 9
2023
Q3 		$3.92M Buy
163,980
+642
+0.4% +$15.6K 2.72% 10
2023
Q2 		$4.02M Buy
163,338
+1,392
+0.9% +$34.9K 2.92% 8
2023
Q1 		$4.08M Buy
161,946
+23,568
+17% +$587K 3.06% 8
2022
Q4 		$3.41M Buy
+138,378
New +$3.41M 2.8% 9

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 $21.9B AUM 68.6% 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

MYeCFO's SCHR Position: Q1 2026 in Review

MYeCFO increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 6.9% in Q1 2026, buying an estimated $384K and bringing the position to 237,678 shares worth $5.92M. The position accounts for 2.48% of the portfolio, ranked #10.

MYeCFO first reported a position in SCHR in Q4 2022 and has held it in 14 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • MYeCFO held 237,678 shares of Schwab Intermediately-Term US Treasury ETF worth $5.92M as of Q1 2026.
  • MYeCFO bought 15,313 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $384K.
  • Schwab Intermediately-Term US Treasury ETF made up 2.48% of MYeCFO's portfolio in Q1 2026, its #10 holding.
  • MYeCFO first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 14 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on MYeCFO's 13F filing for Q1 2026, filed 8 Apr 2026.