NFSG
SCHR

Newbridge Financial Services Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Newbridge Financial Services Group’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 		$12.5K Buy
+500
New +$12.5K ﹤0.01% 754
2021
Q2 		– Sell
-52
Closed -$1K – 1504
2021
Q1 		$1K Hold
52
– – ﹤0.01% 1320
2020
Q4 		$2K Hold
52
– – ﹤0.01% 980
2020
Q3 		$2K Buy
+52
New +$1.53K ﹤0.01% 931

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 $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Newbridge Financial Services Group's SCHR Position: Q1 2026 in Review

Newbridge Financial Services Group opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 500 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in SCHR as recently as Q1 2021.

Newbridge Financial Services Group first reported a position in SCHR in Q3 2020 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Newbridge Financial Services Group held 500 shares of Schwab Intermediately-Term US Treasury ETF worth $12.5K as of Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Newbridge Financial Services Group position in Q1 2026.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #754 holding.
  • Newbridge Financial Services Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2020 and has held it in 4 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.