Noble Family Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Noble Family Wealth’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	$398K	Sell	15,997 -3,111	-16%	-$78K	0.08%	59
2025 Q4	$479K	Sell	19,108 -2,088	-10%	-$52.5K	0.1%	56
2025 Q3	$533K	Hold	21,196	–	–	0.12%	55
2025 Q2	$531K	Buy	21,196 +18	+0.1%	+$446	0.13%	52
2025 Q1	$526K	Sell	21,178 -30	-0.1%	-$735	0.15%	48
2024 Q4	$516K	Sell	21,208 -220	-1%	-$5.41K	0.14%	48
2024 Q3	$542K	Hold	21,428	–	–	0.15%	49
2024 Q2	$523K	Sell	21,428 -148	-0.7%	-$3.58K	0.15%	49
2024 Q1	$529K	Sell	21,576 -2,164	-9%	-$53.2K	0.15%	49
2023 Q4	$590K	Sell	23,740 -2,680	-10%	-$64.8K	0.18%	48
2023 Q3	$633K	Sell	26,420 -1,832	-6%	-$44.6K	0.21%	44
2023 Q2	$696K	Sell	28,252 -672	-2%	-$16.8K	0.23%	44
2023 Q1	$729K	Buy	+28,924	New	+$721K	0.25%	42

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

Noble Family Wealth's SCHR Position: Q1 2026 in Review

Noble Family Wealth reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 16% in Q1 2026, selling an estimated $78K and leaving 15,997 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #59.

Noble Family Wealth first reported a position in SCHR in Q1 2023 and has held it in 13 quarters since. The position peaked at $729K in Q1 2023. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Noble Family Wealth held 15,997 shares of Schwab Intermediately-Term US Treasury ETF worth $398K as of Q1 2026.
Noble Family Wealth sold 3,111 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $78K.
Schwab Intermediately-Term US Treasury ETF made up 0.08% of Noble Family Wealth's portfolio in Q1 2026, its #59 holding.
Noble Family Wealth first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and has held it in 13 quarters since.
Noble Family Wealth's Schwab Intermediately-Term US Treasury ETF position peaked at $729K in Q1 2023.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Noble Family Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.