PWMG
SCHR

Prestige Wealth Management Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Prestige Wealth Management Group’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
-17
Closed -$427 – 1166
2025
Q4 		$427 Buy
+17
New +$428 ﹤0.01% 962

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Prestige Wealth Management Group's SCHR Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026, closing a stake of 17 shares — an estimated $427 sold.

Prestige Wealth Management Group first reported a position in SCHR in Q4 2025 and held it in 1 quarter. The position peaked at $427 in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Prestige Wealth Management Group reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 17 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $427.
  • Prestige Wealth Management Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Prestige Wealth Management Group's Schwab Intermediately-Term US Treasury ETF position peaked at $427 in Q4 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.