Nicholas Hoffman & Company’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Nicholas Hoffman & Company’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	$208K	Buy	+8,336	New	+$209K	﹤0.01%	315

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

Nicholas Hoffman & Company's SCHR Position: Q1 2026 in Review

Nicholas Hoffman & Company opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 8,336 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #315 among its holdings.

510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Nicholas Hoffman & Company held 8,336 shares of Schwab Intermediately-Term US Treasury ETF worth $208K as of Q1 2026.
Schwab Intermediately-Term US Treasury ETF was a new Nicholas Hoffman & Company position in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Nicholas Hoffman & Company's portfolio in Q1 2026, its #315 holding.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q1 2026, filed 29 Apr 2026.