North Ridge Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

North Ridge Wealth 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	$1.67M	Buy	67,169 +1,515	+2%	+$38K	0.94%	18
2025 Q4	$1.65M	Buy	65,654 +525	+0.8%	+$13.2K	0.92%	19
2025 Q3	$1.64M	Sell	65,129 -2,107	-3%	-$52.6K	0.94%	18
2025 Q2	$1.68M	Hold	67,236	–	–	1.03%	18
2025 Q1	$1.67M	Sell	67,236 -262	-0.4%	-$6.42K	1.12%	16
2024 Q4	$1.64M	Hold	67,498	–	–	1.13%	17
2024 Q3	$1.71M	Buy	67,498 +1,910	+3%	+$47.7K	1.16%	17
2024 Q2	$1.6M	Buy	65,588 +6,816	+12%	+$165K	1.22%	17
2024 Q1	$1.44M	Buy	58,772 +310	+0.5%	+$7.62K	1.12%	18
2023 Q4	$1.45M	Buy	58,462 +13,210	+29%	+$319K	1.21%	17
2023 Q3	$1.08M	Sell	45,252 -7,644	-14%	-$186K	1.06%	20
2023 Q2	$1.3M	Sell	52,896 -858	-2%	-$21.5K	1.25%	16
2023 Q1	$1.36M	Buy	+53,754	New	+$1.34M	1.36%	15

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

North Ridge Wealth Advisors's SCHR Position: Q1 2026 in Review

North Ridge Wealth Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2.3% in Q1 2026, buying an estimated $38K and bringing the position to 67,169 shares worth $1.67M. The position accounts for 0.94% of the portfolio, ranked #18.

North Ridge Wealth Advisors first reported a position in SCHR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.71M in Q3 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

North Ridge Wealth Advisors held 67,169 shares of Schwab Intermediately-Term US Treasury ETF worth $1.67M as of Q1 2026.
North Ridge Wealth Advisors bought 1,515 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $38K.
Schwab Intermediately-Term US Treasury ETF made up 0.94% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #18 holding.
North Ridge Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and has held it in 13 quarters since.
North Ridge Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $1.71M in Q3 2024.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.