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

Natixis 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	$1.79M	Buy	71,802 +2,245	+3%	+$56.3K	﹤0.01%	1150
2025 Q4	$1.74M	Sell	69,557 -3,662	-5%	-$92.2K	﹤0.01%	1090
2025 Q3	$1.84M	Buy	73,219 +21,496	+42%	+$537K	﹤0.01%	1132
2025 Q2	$1.29M	Buy	51,723 +24,843	+92%	+$616K	﹤0.01%	1220
2025 Q1	$668K	Buy	26,880 +13,532	+101%	+$331K	﹤0.01%	1398
2024 Q4	$324K	Buy	+13,348	New	+$328K	﹤0.01%	1546

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

Natixis Advisors's SCHR Position: Q1 2026 in Review

Natixis Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.2% in Q1 2026, buying an estimated $56.3K and bringing the position to 71,802 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Natixis Advisors first reported a position in SCHR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.84M in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Natixis Advisors held 71,802 shares of Schwab Intermediately-Term US Treasury ETF worth $1.79M as of Q1 2026.
Natixis Advisors bought 2,245 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $56.3K.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Natixis Advisors's portfolio in Q1 2026, its #1150 holding.
Natixis Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Natixis Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $1.84M in Q3 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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