PFM
SCHR

Phillips Financial Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Phillips Financial 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 		– Sell
-809
Closed -$20.3K – 310
2025
Q4 		$20.3K Buy
+809
New +$20.4K ﹤0.01% 277

Other funds holding SCHR

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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

Phillips Financial Management's SCHR Position: Q1 2026 in Review

Phillips Financial Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 809 shares — an estimated $20.3K sold.

Phillips Financial Management first reported a position in SCHR in Q4 2025 and held it in 1 quarter. The position peaked at $20.3K in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Phillips Financial Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Phillips Financial Management sold 809 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $20.3K.
  • Phillips Financial Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Phillips Financial Management's Schwab Intermediately-Term US Treasury ETF position peaked at $20.3K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.