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

NewEdge 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	$1.2M	Sell	48,279 -13,642	-22%	-$342K	﹤0.01%	1390
2025 Q4	$1.55M	Buy	61,921 +28,239	+84%	+$711K	0.01%	1197
2025 Q3	$846K	Buy	33,682 +8,807	+35%	+$220K	﹤0.01%	1493
2025 Q2	$623K	Buy	24,875 +6,147	+33%	+$152K	﹤0.01%	1567
2025 Q1	$466K	Sell	18,728 -50,841	-73%	-$1.24M	﹤0.01%	1623
2024 Q4	$1.69M	Sell	69,569 -46,181	-40%	-$1.14M	0.01%	899
2024 Q3	$2.93M	Buy	115,750 +103,454	+841%	+$2.59M	0.02%	654
2024 Q2	$300K	Buy	12,296 +10,618	+633%	+$257K	﹤0.01%	1721
2024 Q1	$41.2K	Sell	1,678 -2,404	-59%	-$59.1K	﹤0.01%	2377
2023 Q4	$101K	Buy	4,082 +3,914	+2,330%	+$94.6K	﹤0.01%	1948
2023 Q3	$4.03K	Buy	168 +164	+4,100%	+$3.99K	﹤0.01%	2874
2023 Q2	$102	Sell	4 -490	-99%	-$12.3K	﹤0.01%	3423
2023 Q1	$12.5K	Sell	494 -476	-49%	-$11.9K	﹤0.01%	2503
2022 Q4	$2.73K	Buy	+970	New	+$23.9K	﹤0.01%	2753

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

NewEdge Advisors's SCHR Position: Q1 2026 in Review

NewEdge Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 22% in Q1 2026, selling an estimated $342K and leaving 48,279 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

NewEdge Advisors first reported a position in SCHR in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.93M in Q3 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

NewEdge Advisors held 48,279 shares of Schwab Intermediately-Term US Treasury ETF worth $1.2M as of Q1 2026.
NewEdge Advisors sold 13,642 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $342K.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1390 holding.
NewEdge Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $2.93M in Q3 2024.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.