NorthRock Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

NorthRock Partners’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	$670K	Buy	26,877 +4,552	+20%	+$114K	0.01%	368
2025 Q4	$560K	Buy	22,325 +14,342	+180%	+$361K	0.01%	351
2025 Q3	$201K	Buy	+7,983	New	+$199K	﹤0.01%	827
2025 Q2	–	Sell	-1,716	Closed	-$42.7K	–	880
2025 Q1	$42.7K	Buy	1,716 +11	+0.6%	+$269	﹤0.01%	694
2024 Q4	$41.4K	Buy	1,705 +1,361	+396%	+$33.5K	﹤0.01%	664
2024 Q3	$4.91K	Sell	344 -108	-24%	-$2.7K	﹤0.01%	786
2024 Q2	$7.36K	Sell	452 -3,114	-87%	-$75.4K	﹤0.01%	756
2024 Q1	$83.7K	Buy	3,566 +20	+0.6%	+$492	﹤0.01%	636
2023 Q4	$84.4K	Buy	+3,546	New	+$85.7K	﹤0.01%	598
2022 Q2	–	Sell	-9,614	Closed	-$256K	–	343
2022 Q1	$256K	Buy	+9,614	New	+$263K	0.02%	273

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

NorthRock Partners's SCHR Position: Q1 2026 in Review

NorthRock Partners increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 20% in Q1 2026, buying an estimated $114K and bringing the position to 26,877 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #368.

NorthRock Partners first reported a position in SCHR in Q1 2022 and has held it in 10 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

NorthRock Partners held 26,877 shares of Schwab Intermediately-Term US Treasury ETF worth $670K as of Q1 2026.
NorthRock Partners bought 4,552 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $114K.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #368 holding.
NorthRock Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2022 and has held it in 10 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.