NRI
SCHR

NFP Retirement Inc’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

NFP Retirement Inc’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 		$1.1M Buy
44,087
+4,274
+11% +$107K 0.07% 133
2025
Q4 		$999K Buy
39,813
+474
+1% +$11.9K 0.06% 134
2025
Q3 		$989K Sell
39,339
-632
-2% -$15.8K 0.06% 132
2025
Q2 		$1M Buy
39,971
+463
+1% +$11.5K 0.07% 135
2025
Q1 		$982K Buy
39,508
+255
+0.6% +$6.24K 0.08% 120
2024
Q4 		$953K Buy
39,253
+193
+0.5% +$4.75K 0.08% 125
2024
Q3 		$988K Buy
39,060
+3,052
+8% +$76.3K 0.08% 123
2024
Q2 		$878K Buy
36,008
+310
+0.9% +$7.5K 0.07% 128
2024
Q1 		$875K Buy
35,698
+168
+0.5% +$4.13K 0.08% 127
2023
Q4 		$883K Sell
35,530
-932
-3% -$22.5K 0.15% 104
2023
Q3 		$874K Buy
36,462
+19,888
+120% +$484K 0.17% 103
2023
Q2 		$408K Buy
16,574
+10
+0.1% +$251 0.08% 161
2023
Q1 		$418K Buy
16,564
+64
+0.4% +$1.59K 0.08% 165
2022
Q4 		$406K Sell
16,500
-764
-4% -$18.8K 0.09% 161
2022
Q3 		$424K Buy
17,264
+2,438
+16% +$62.3K 0.1% 148
2022
Q2 		$383K Sell
14,826
-1,162
-7% -$30K 0.1% 157
2022
Q1 		$426K Buy
15,988
+1,270
+9% +$34.7K 0.1% 143
2021
Q4 		$413K Buy
+14,718
New +$414K 0.15% 98
2021
Q1 		– Sell
-8,810
Closed -$256K – 127
2020
Q4 		$256K Buy
+8,810
New +$257K 0.16% 103

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 $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

NFP Retirement Inc's SCHR Position: Q1 2026 in Review

NFP Retirement Inc increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 11% in Q1 2026, buying an estimated $107K and bringing the position to 44,087 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #133.

NFP Retirement Inc first reported a position in SCHR in Q4 2020 and has held it in 19 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • NFP Retirement Inc held 44,087 shares of Schwab Intermediately-Term US Treasury ETF worth $1.1M as of Q1 2026.
  • NFP Retirement Inc bought 4,274 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $107K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.07% of NFP Retirement Inc's portfolio in Q1 2026, its #133 holding.
  • NFP Retirement Inc first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 19 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.