Northwestern Mutual Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Northwestern Mutual Wealth Management’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	$3.41M	Sell	137,054 -13,690	-9%	-$343K	﹤0.01%	928
2025 Q4	$3.78M	Buy	150,744 +21,383	+17%	+$538K	﹤0.01%	861
2025 Q3	$3.25M	Buy	129,361 +2,185	+2%	+$54.6K	﹤0.01%	867
2025 Q2	$3.18M	Sell	127,176 -31,068	-20%	-$770K	﹤0.01%	814
2025 Q1	$3.93M	Buy	158,244 +23,434	+17%	+$574K	﹤0.01%	725
2024 Q4	$3.27M	Buy	134,810 +39,058	+41%	+$961K	﹤0.01%	726
2024 Q3	$2.42M	Buy	95,752 +6,862	+8%	+$171K	﹤0.01%	800
2024 Q2	$2.17M	Sell	88,890 -23,148	-21%	-$560K	﹤0.01%	791
2024 Q1	$2.75M	Buy	112,038 +7,888	+8%	+$194K	﹤0.01%	711
2023 Q4	$2.59M	Buy	104,150 +26,470	+34%	+$640K	﹤0.01%	704
2023 Q3	$1.86M	Buy	77,680 +8,104	+12%	+$197K	﹤0.01%	747
2023 Q2	$1.71M	Buy	69,576 +782	+1%	+$19.6K	﹤0.01%	755
2023 Q1	$1.73M	Buy	68,794 +2,542	+4%	+$63.4K	﹤0.01%	726
2022 Q4	$1.63M	Buy	66,252 +5,430	+9%	+$134K	﹤0.01%	720
2022 Q3	$1.5M	Buy	60,822 +12,516	+26%	+$320K	﹤0.01%	706
2022 Q2	$1.25M	Buy	48,306 +8,964	+23%	+$232K	﹤0.01%	763
2022 Q1	$1.05M	Sell	39,342 -10,414	-21%	-$284K	﹤0.01%	832
2021 Q4	$1.4M	Sell	49,756 -1,054	-2%	-$29.7K	﹤0.01%	708
2021 Q3	$1.44M	Buy	50,810 +304	+0.6%	+$8.7K	﹤0.01%	654
2021 Q2	$1.44M	Buy	50,506 +9,144	+22%	+$260K	﹤0.01%	640
2021 Q1	$1.17M	Buy	41,362 +14,488	+54%	+$416K	﹤0.01%	647
2020 Q4	$782K	Buy	26,874 +5,556	+26%	+$162K	﹤0.01%	708
2020 Q3	$626K	Buy	21,318 +11,622	+120%	+$341K	﹤0.01%	698
2020 Q2	$285K	Buy	9,696 +2,014	+26%	+$59.1K	﹤0.01%	857
2020 Q1	$226K	Sell	7,682 -2,012	-21%	-$56.8K	﹤0.01%	845
2019 Q4	$266K	Buy	9,694 +190	+2%	+$5.25K	﹤0.01%	846
2019 Q3	$264K	Buy	9,504 +3,324	+54%	+$92K	﹤0.01%	799
2019 Q2	$170K	Buy	6,180 +3,970	+180%	+$107K	﹤0.01%	933
2019 Q1	$59K	Buy	2,210 +1,106	+100%	+$29.3K	﹤0.01%	1281
2018 Q4	$29K	Buy	1,104 +512	+86%	+$13.3K	﹤0.01%	1463
2018 Q3	$15K	Buy	592 +398	+205%	+$10.4K	﹤0.01%	1789
2018 Q2	$5K	Buy	194 +126	+185%	+$3.28K	﹤0.01%	2023
2018 Q1	$2K	Hold	68	–	–	﹤0.01%	2052
2017 Q4	$2K	Sell	68 -118	-63%	-$3.17K	﹤0.01%	2133
2017 Q3	$5K	Buy	+186	New	+$5.04K	﹤0.01%	1827
2016 Q2	–	Sell	-36	Closed	-$1K	–	2229
2016 Q1	$1K	Buy	+36	New	+$985	﹤0.01%	2037
2015 Q3	–	Sell	-264	Closed	-$7K	–	1816
2015 Q2	$7K	Buy	+264	New	+$7.12K	﹤0.01%	1069
2015 Q1	–	Sell	-114	Closed	-$3K	–	1780
2014 Q4	$3K	Buy	+114	New	+$3.05K	﹤0.01%	1434
2013 Q4	–	Sell	-110	Closed	-$3K	–	1538
2013 Q3	$3K	Buy	+110	New	+$2.88K	﹤0.01%	1118

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 $434M AUM 11.97% 1-Year Est. Return

MFT

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

Northwestern Mutual Wealth Management's SCHR Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 9.1% in Q1 2026, selling an estimated $343K and leaving 137,054 shares worth $3.41M. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Northwestern Mutual Wealth Management first reported a position in SCHR in Q3 2013 and has held it in 39 quarters since. The position peaked at $3.93M in Q1 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Northwestern Mutual Wealth Management held 137,054 shares of Schwab Intermediately-Term US Treasury ETF worth $3.41M as of Q1 2026.
Northwestern Mutual Wealth Management sold 13,690 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $343K.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #928 holding.
Northwestern Mutual Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2013 and has held it in 39 quarters since.
Northwestern Mutual Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $3.93M in Q1 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.