Portland Financial Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Portland Financial 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	$645K	Buy	25,885 +9,051	+54%	+$227K	1.34%	22
2025 Q4	$422K	Buy	16,834 +40	+0.2%	+$1.01K	0.9%	42
2025 Q3	$422K	Sell	16,794 -130	-0.8%	-$3.25K	0.9%	41
2025 Q2	$424K	Hold	16,924	–	–	1.02%	37
2025 Q1	$421K	Buy	16,924 +1,264	+8%	+$30.9K	1.08%	35
2024 Q4	$380K	Buy	+15,660	New	+$385K	1.02%	36

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

Portland Financial Advisors's SCHR Position: Q1 2026 in Review

Portland Financial Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 54% in Q1 2026, buying an estimated $227K and bringing the position to 25,885 shares worth $645K. The position accounts for 1.34% of the portfolio, ranked #22.

Portland Financial Advisors 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.

Portland Financial Advisors held 25,885 shares of Schwab Intermediately-Term US Treasury ETF worth $645K as of Q1 2026.
Portland Financial Advisors bought 9,051 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $227K.
Schwab Intermediately-Term US Treasury ETF made up 1.34% of Portland Financial Advisors's portfolio in Q1 2026, its #22 holding.
Portland Financial Advisors 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 Portland Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.