PAYA
SCHR

Phil A. Younker & Associates’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Phil A. Younker & Associates’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 		$2M Buy
80,465
+52,951
+192% +$1.33M 1.34% 13
2025
Q4 		$690K Sell
27,514
-275
-1% -$6.92K 0.48% 23
2025
Q3 		$698K Sell
27,789
-7,413
-21% -$185K 0.53% 21
2025
Q2 		$881K Hold
35,202
– – 0.87% 19
2025
Q1 		$875K Sell
35,202
-4,484
-11% -$110K 0.86% 19
2024
Q4 		$964K Buy
+39,686
New +$977K 0.96% 14

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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

Phil A. Younker & Associates's SCHR Position: Q1 2026 in Review

Phil A. Younker & Associates increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 192% in Q1 2026, buying an estimated $1.33M and bringing the position to 80,465 shares worth $2M. The position accounts for 1.34% of the portfolio, ranked #13.

Phil A. Younker & Associates first reported a position in SCHR in Q4 2024 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Phil A. Younker & Associates held 80,465 shares of Schwab Intermediately-Term US Treasury ETF worth $2M as of Q1 2026.
  • Phil A. Younker & Associates bought 52,951 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $1.33M.
  • Schwab Intermediately-Term US Treasury ETF made up 1.34% of Phil A. Younker & Associates's portfolio in Q1 2026, its #13 holding.
  • Phil A. Younker & Associates first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Phil A. Younker & Associates's 13F filing for Q1 2026, filed 17 Apr 2026.